Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Hold
370
﹤0.01% 113
2025
Q1
$12K Hold
370
﹤0.01% 117
2024
Q4
$11K Sell
370
-61
-14% -$1.81K ﹤0.01% 184
2024
Q3
$14K Buy
431
+2
+0.5% +$65 ﹤0.01% 171
2024
Q2
$16K Buy
429
+1
+0.2% +$37 ﹤0.01% 168
2024
Q1
$16K Buy
428
+100
+30% +$3.74K ﹤0.01% 167
2023
Q4
$12K Hold
328
﹤0.01% 180
2023
Q3
$13K Buy
328
+1
+0.3% +$40 ﹤0.01% 163
2023
Q2
$12K Buy
327
+1
+0.3% +$37 ﹤0.01% 165
2023
Q1
$12K Hold
326
﹤0.01% 152
2022
Q4
$11K Buy
326
+1
+0.3% +$34 ﹤0.01% 156
2022
Q3
$9K Hold
325
﹤0.01% 164
2022
Q2
$9K Buy
325
+1
+0.3% +$28 ﹤0.01% 166
2022
Q1
$10K Buy
324
+1
+0.3% +$31 ﹤0.01% 167
2021
Q4
$10K Hold
323
﹤0.01% 179
2021
Q3
$9K Hold
323
﹤0.01% 191
2021
Q2
$9K Hold
323
﹤0.01% 200
2021
Q1
$8K Hold
323
﹤0.01% 169
2020
Q4
$7K Hold
323
﹤0.01% 160
2020
Q3
$5K Hold
323
﹤0.01% 155
2020
Q2
$8K Hold
323
﹤0.01% 144
2020
Q1
$8K Hold
323
﹤0.01% 139
2019
Q4
$12K Hold
323
﹤0.01% 136
2019
Q3
$12K Sell
323
-5
-2% -$186 ﹤0.01% 129
2019
Q2
$13K Hold
328
﹤0.01% 129
2019
Q1
$14K Sell
328
-5
-2% -$213 ﹤0.01% 145
2018
Q4
$12K Sell
333
-5
-1% -$180 ﹤0.01% 149
2018
Q3
$15K Sell
338
-5
-1% -$222 ﹤0.01% 144
2018
Q2
$15K Sell
343
-5
-1% -$219 ﹤0.01% 140
2018
Q1
$13K Hold
348
﹤0.01% 123
2017
Q4
$13K Sell
348
-6
-2% -$224 ﹤0.01% 124
2017
Q3
$12K Sell
354
-7
-2% -$237 ﹤0.01% 131
2017
Q2
$11K Sell
361
-5
-1% -$152 ﹤0.01% 146
2017
Q1
$11K Sell
366
-6
-2% -$180 ﹤0.01% 132
2016
Q4
$12K Sell
372
-7
-2% -$226 ﹤0.01% 124
2016
Q3
$11K Hold
379
﹤0.01% 134
2016
Q2
$11K Hold
379
﹤0.01% 138
2016
Q1
$10K Hold
379
﹤0.01% 128
2015
Q4
$10K Hold
379
﹤0.01% 128
2015
Q3
$10K Hold
379
﹤0.01% 124
2015
Q2
$13K Sell
379
-5
-1% -$172 0.01% 267
2015
Q1
$13K Sell
384
-316
-45% -$10.7K 0.01% 274
2014
Q4
$22K Sell
700
-10
-1% -$314 0.01% 186
2014
Q3
$26K Hold
710
0.01% 168
2014
Q2
$31K Sell
710
-2
-0.3% -$87 0.02% 152
2014
Q1
$28K Buy
712
+2
+0.3% +$79 0.01% 179
2013
Q4
$28K Buy
+710
New +$28K 0.01% 164