Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.2K Hold
113
0.01% 298
2025
Q1
$14.6K Hold
113
﹤0.01% 341
2024
Q4
$14.6K Hold
113
﹤0.01% 341
2024
Q3
$15.4K Buy
+113
New +$15.4K ﹤0.01% 345
2022
Q1
Sell
-3,068
Closed -$445K 175
2021
Q4
$445K Buy
3,068
+821
+37% +$119K 0.07% 123
2021
Q3
$330K Sell
2,247
-34
-1% -$4.99K 0.05% 136
2021
Q2
$379K Sell
2,281
-64
-3% -$10.6K 0.06% 130
2021
Q1
$377K Sell
2,345
-12
-0.5% -$1.93K 0.07% 125
2020
Q4
$344K Sell
2,357
-202
-8% -$29.5K 0.06% 129
2020
Q3
$342K Buy
2,559
+661
+35% +$88.3K 0.07% 120
2020
Q2
$247K Buy
1,898
+221
+13% +$28.8K 0.06% 133
2020
Q1
$191K Buy
+1,677
New +$191K 0.06% 133
2019
Q2
Sell
-1,265
Closed -$220K 154
2019
Q1
$220K Buy
1,265
+7
+0.6% +$1.22K 0.07% 137
2018
Q4
$201K Buy
1,258
+33
+3% +$5.27K 0.14% 92
2018
Q3
$217K Sell
1,225
-201
-14% -$35.6K 0.12% 117
2018
Q2
$235K Buy
+1,426
New +$235K 0.15% 114
2018
Q1
Sell
-1,300
Closed -$256K 105
2017
Q4
$256K Buy
1,300
+139
+12% +$27.4K 0.11% 139
2017
Q3
$204K Buy
1,161
+3
+0.3% +$527 0.2% 92
2017
Q2
$202K Sell
1,158
-185
-14% -$32.3K 0.11% 125
2017
Q1
$215K Sell
1,343
-49
-4% -$7.84K 0.12% 119
2016
Q4
$208K Sell
1,392
-348
-20% -$52K 0.14% 103
2016
Q3
$256K Buy
1,740
+5
+0.3% +$736 0.2% 77
2016
Q2
$254K Buy
+1,735
New +$254K 0.22% 77