Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.09K Hold
40
﹤0.01% 336
2025
Q1
$9.75K Hold
40
﹤0.01% 331
2024
Q4
$11.3K Sell
40
-40
-50% -$11.3K ﹤0.01% 329
2024
Q3
$21.9K Sell
80
-50
-38% -$13.7K ﹤0.01% 303
2024
Q2
$39K Sell
130
-200
-61% -$60K 0.01% 276
2024
Q1
$95.6K Sell
330
-50
-13% -$14.5K 0.01% 251
2023
Q4
$96.1K Sell
380
-900
-70% -$228K 0.01% 244
2023
Q3
$339K Sell
1,280
-1,300
-50% -$344K 0.05% 182
2023
Q2
$640K Sell
2,580
-45
-2% -$11.2K 0.08% 157
2023
Q1
$600K Sell
2,625
-315
-11% -$72K 0.08% 161
2022
Q4
$509K Hold
2,940
0.07% 163
2022
Q3
$436K Buy
2,940
+40
+1% +$5.93K 0.07% 166
2022
Q2
$657K Buy
2,900
+655
+29% +$148K 0.09% 152
2022
Q1
$520K Buy
2,245
+15
+0.7% +$3.47K 0.06% 175
2021
Q4
$577K Buy
2,230
+335
+18% +$86.7K 0.07% 176
2021
Q3
$416K Buy
1,895
+1,680
+781% +$369K 0.05% 191
2021
Q2
$64K Hold
215
0.01% 302
2021
Q1
$61K Hold
215
0.01% 296
2020
Q4
$56K Hold
215
0.01% 291
2020
Q3
$54K Hold
215
0.01% 294
2020
Q2
$30K Hold
215
0.01% 334
2020
Q1
$26K Sell
215
-80
-27% -$9.67K 0.01% 297
2019
Q4
$45K Hold
295
0.01% 288
2019
Q3
$43K Hold
295
0.01% 276
2019
Q2
$48K Hold
295
0.01% 271
2019
Q1
$54K Hold
295
0.01% 256
2018
Q4
$48K Hold
295
0.01% 259
2018
Q3
$71K Hold
295
0.01% 255
2018
Q2
$67K Sell
295
-98
-25% -$22.3K 0.01% 251
2018
Q1
$94K Hold
393
0.02% 237
2017
Q4
$98K Buy
393
+113
+40% +$28.2K 0.01% 334
2017
Q3
$63K Hold
280
0.01% 342
2017
Q2
$61K Hold
280
0.01% 341
2017
Q1
$55K Sell
280
-26
-8% -$5.11K 0.01% 238
2016
Q4
$57K Hold
306
0.01% 238
2016
Q3
$53K Hold
306
0.01% 245
2016
Q2
$46K Hold
306
0.01% 244
2016
Q1
$50K Sell
306
-15
-5% -$2.45K 0.01% 247
2015
Q4
$48K Buy
321
+15
+5% +$2.24K 0.01% 252
2015
Q3
$44K Hold
306
0.01% 232
2015
Q2
$52K Hold
306
0.01% 226
2015
Q1
$51K Hold
306
0.01% 229
2014
Q4
$53K Buy
+306
New +$53K 0.01% 223