Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.3K Hold
344
﹤0.01% 215
2025
Q1
$38.2K Sell
344
-28
-8% -$3.11K ﹤0.01% 183
2024
Q4
$38.5K Sell
372
-2
-0.5% -$207 ﹤0.01% 186
2024
Q3
$41.8K Hold
374
﹤0.01% 179
2024
Q2
$33.4K Buy
374
+2
+0.5% +$179 ﹤0.01% 185
2024
Q1
$31.9K Buy
372
+71
+24% +$6.1K ﹤0.01% 189
2023
Q4
$24.8K Hold
301
﹤0.01% 195
2023
Q3
$23.1K Hold
301
﹤0.01% 203
2023
Q2
$21K Hold
301
﹤0.01% 208
2023
Q1
$19.4K Buy
301
+28
+10% +$1.81K ﹤0.01% 208
2022
Q4
$19.6K Hold
273
﹤0.01% 226
2022
Q3
$15K Hold
273
﹤0.01% 264
2022
Q2
$15K Hold
273
﹤0.01% 265
2022
Q1
$18K Hold
273
﹤0.01% 271
2021
Q4
$16K Hold
273
﹤0.01% 305
2021
Q3
$14K Hold
273
﹤0.01% 305
2021
Q2
$15K Hold
273
﹤0.01% 284
2021
Q1
$14K Hold
273
﹤0.01% 273
2020
Q4
$12K Hold
273
﹤0.01% 266
2020
Q3
$10K Hold
273
﹤0.01% 247
2020
Q2
$10K Hold
273
﹤0.01% 216
2020
Q1
$9K Hold
273
﹤0.01% 220
2019
Q4
$14K Hold
273
﹤0.01% 211
2019
Q3
$14K Hold
273
﹤0.01% 200
2019
Q2
$15K Hold
273
﹤0.01% 190
2019
Q1
$14K Hold
273
﹤0.01% 196
2018
Q4
$12K Hold
273
﹤0.01% 212
2018
Q3
$13K Hold
273
﹤0.01% 200
2018
Q2
$12K Buy
+273
New +$12K ﹤0.01% 199
2016
Q4
Sell
-80
Closed -$3K 211
2016
Q3
$3K Sell
80
-126
-61% -$4.73K ﹤0.01% 191
2016
Q2
$7K Hold
206
﹤0.01% 192
2016
Q1
$7K Sell
206
-1,100,230
-100% -$37.4M ﹤0.01% 181
2015
Q4
$33M Sell
1,100,436
-27,182
-2% -$814K 1.8% 13
2015
Q3
$32.8M Buy
1,127,618
+1,700
+0.2% +$49.4K 1.8% 12
2015
Q2
$35M Buy
1,125,918
+3,332
+0.3% +$104K 1.76% 12
2015
Q1
$35.9M Buy
1,122,586
+15,016
+1% +$481K 1.81% 14
2014
Q4
$33.8M Buy
1,107,570
+5,222
+0.5% +$160K 1.7% 16
2014
Q3
$32.1M Buy
1,102,348
+7,800
+0.7% +$227K 1.65% 16
2014
Q2
$34.1M Buy
+1,094,548
New +$34.1M 1.71% 16