Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.6K Sell
1,005
-18
-2% -$440 0.01% 236
2025
Q1
$28.3K Hold
1,023
0.01% 216
2024
Q4
$33.4K Buy
1,023
+18
+2% +$587 0.01% 205
2024
Q3
$36.1K Hold
1,005
0.01% 205
2024
Q2
$35.2K Hold
1,005
0.01% 200
2024
Q1
$30.4K Hold
1,005
0.01% 181
2023
Q4
$30.2K Hold
1,005
0.01% 181
2023
Q3
$25.8K Hold
1,005
0.01% 177
2023
Q2
$30.9K Hold
1,005
0.01% 176
2023
Q1
$29.5K Hold
1,005
0.01% 177
2022
Q4
$27K Hold
1,005
0.01% 185
2022
Q3
$25K Hold
1,005
0.01% 203
2022
Q2
$33K Hold
1,005
0.01% 194
2022
Q1
$36K Hold
1,005
0.01% 206
2021
Q4
$38K Hold
1,005
0.01% 200
2021
Q3
$27K Hold
1,005
0.01% 226
2021
Q2
$30K Hold
1,005
0.01% 216
2021
Q1
$32K Hold
1,005
0.01% 216
2020
Q4
$25K Hold
1,005
0.01% 194
2020
Q3
$19K Hold
1,005
0.01% 183
2020
Q2
$18K Hold
1,005
0.01% 181
2020
Q1
$17K Hold
1,005
0.01% 173
2019
Q4
$21K Hold
1,005
0.01% 175
2019
Q3
$19K Hold
1,005
0.01% 171
2019
Q2
$21K Hold
1,005
0.01% 168
2019
Q1
$20K Hold
1,005
0.01% 168
2018
Q4
$21K Hold
1,005
0.01% 158
2018
Q3
$26K Hold
1,005
0.01% 151
2018
Q2
$23K Hold
1,005
0.01% 151
2018
Q1
$22K Hold
1,005
0.01% 148
2017
Q4
$21K Hold
1,005
0.01% 150
2017
Q3
$20K Hold
1,005
0.01% 151
2017
Q2
$18K Buy
+1,005
New +$18K 0.01% 162
2016
Q1
Sell
-1,149
Closed -$14K 207
2015
Q4
$14K Sell
1,149
-1,381
-55% -$16.8K 0.01% 146
2015
Q3
$29K Hold
2,530
0.02% 124
2015
Q2
$34K Hold
2,530
0.02% 121
2015
Q1
$36K Hold
2,530
0.02% 118
2014
Q4
$46K Hold
2,530
0.03% 106
2014
Q3
$41K Hold
2,530
0.03% 89
2014
Q2
$39K Hold
2,530
0.03% 91
2014
Q1
$37K Sell
2,530
-2,202
-47% -$32.2K 0.03% 93
2013
Q4
$60K Buy
+4,732
New +$60K 0.04% 102