Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.6K Hold
223
0.02% 192
2025
Q1
$60.6K Hold
223
0.02% 212
2024
Q4
$74K Hold
223
0.02% 202
2024
Q3
$73.9K Buy
223
+7
+3% +$2.32K 0.02% 202
2024
Q2
$67.7K Hold
216
0.03% 201
2024
Q1
$67.5K Hold
216
0.03% 205
2023
Q4
$52K Hold
216
0.02% 231
2023
Q3
$46.6K Hold
216
0.02% 232
2023
Q2
$43.4K Hold
216
0.02% 246
2023
Q1
$37K Hold
216
0.02% 260
2022
Q4
$33.9K Sell
216
-37
-15% -$5.81K 0.01% 261
2022
Q3
$34K Buy
253
+23
+10% +$3.09K 0.02% 248
2022
Q2
$29K Hold
230
0.01% 273
2022
Q1
$35K Sell
230
-174
-43% -$26.5K 0.01% 272
2021
Q4
$70K Sell
404
-200
-33% -$34.7K 0.02% 242
2021
Q3
$90K Buy
604
+499
+475% +$74.4K 0.03% 219
2021
Q2
$16K Buy
+105
New +$16K 0.01% 331
2021
Q1
Sell
-105
Closed -$13K 221
2020
Q4
$13K Hold
105
﹤0.01% 331
2020
Q3
$11K Sell
105
-200
-66% -$21K ﹤0.01% 299
2020
Q2
$27K Hold
305
0.01% 250
2020
Q1
$24K Buy
+305
New +$24K 0.01% 258
2019
Q1
Sell
-221
Closed -$15K 324
2018
Q4
$15K Buy
+221
New +$15K 0.01% 246
2017
Q2
Sell
-221
Closed -$16K 182
2017
Q1
$16K Buy
+221
New +$16K 0.01% 260
2016
Q4
Sell
-584
Closed -$38K 180
2016
Q3
$38K Buy
584
+363
+164% +$23.6K 0.02% 201
2016
Q2
$13K Hold
221
0.01% 249
2016
Q1
$14K Buy
+221
New +$14K 0.01% 244
2015
Q2
Sell
-221
Closed -$15K 174
2015
Q1
$15K Buy
+221
New +$15K 0.01% 276