Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.1K Hold
102
0.01% 285
2025
Q1
$83.2K Sell
102
-10
-9% -$8.15K 0.01% 282
2024
Q4
$106K Hold
112
0.02% 268
2024
Q3
$99.4K Hold
112
0.01% 271
2024
Q2
$84.7K Hold
112
0.01% 272
2024
Q1
$92.4K Hold
112
0.01% 280
2023
Q4
$90.2K Hold
112
0.01% 280
2023
Q3
$81.3K Sell
112
-15
-12% -$10.9K 0.01% 282
2023
Q2
$99.6K Hold
127
0.02% 273
2023
Q1
$91.6K Sell
127
-10
-7% -$7.21K 0.02% 264
2022
Q4
$89.7K Sell
137
-7
-5% -$4.59K 0.02% 267
2022
Q3
$82K Sell
144
-25
-15% -$14.2K 0.02% 270
2022
Q2
$111K Hold
169
0.02% 248
2022
Q1
$125K Hold
169
0.02% 251
2021
Q4
$120K Hold
169
0.02% 252
2021
Q3
$134K Hold
169
0.02% 238
2021
Q2
$136K Hold
169
0.02% 230
2021
Q1
$115K Sell
169
-50
-23% -$34K 0.02% 222
2020
Q4
$156K Hold
219
0.03% 192
2020
Q3
$166K Hold
219
0.04% 172
2020
Q2
$154K Hold
219
0.04% 175
2020
Q1
$137K Hold
219
0.04% 174
2019
Q4
$128K Hold
219
0.03% 189
2019
Q3
$126K Hold
219
0.03% 184
2019
Q2
$110K Hold
219
0.03% 189
2019
Q1
$99K Hold
219
0.03% 187
2018
Q4
$77K Hold
219
0.03% 200
2018
Q3
$95K Hold
219
0.03% 197
2018
Q2
$94K Hold
219
0.03% 192
2018
Q1
$92K Hold
219
0.03% 193
2017
Q4
$99K Buy
219
+37
+20% +$16.7K 0.03% 193
2017
Q3
$81K Hold
182
0.03% 200
2017
Q2
$78K Sell
182
-63
-26% -$27K 0.03% 204
2017
Q1
$98K Hold
245
0.04% 187
2016
Q4
$88K Hold
245
0.03% 189
2016
Q3
$88K Hold
245
0.04% 192
2016
Q2
$95K Hold
245
0.04% 182
2016
Q1
$81K Hold
245
0.04% 186
2015
Q4
$74K Buy
245
+8
+3% +$2.42K 0.04% 193
2015
Q3
$65K Hold
237
0.04% 190
2015
Q2
$60K Hold
237
0.03% 203
2015
Q1
$55K Buy
237
+1
+0.4% +$232 0.03% 212
2014
Q4
$54K Buy
+236
New +$54K 0.03% 213