Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$866 Hold
216
﹤0.01% 3546
2025
Q1
$503 Buy
216
+69
+47% +$161 ﹤0.01% 3520
2024
Q4
$395 Hold
147
﹤0.01% 3516
2024
Q3
$544 Hold
147
﹤0.01% 3510
2024
Q2
$448 Hold
147
﹤0.01% 3463
2024
Q1
$407 Hold
147
﹤0.01% 3515
2023
Q4
$345 Hold
147
﹤0.01% 3528
2023
Q3
$322 Sell
147
-69
-32% -$151 ﹤0.01% 3608
2023
Q2
$484 Hold
216
﹤0.01% 3696
2023
Q1
$421 Hold
216
﹤0.01% 3789
2022
Q4
$380 Hold
216
﹤0.01% 3867
2022
Q3
$1K Hold
216
﹤0.01% 3816
2022
Q2
$1K Hold
216
﹤0.01% 3932
2022
Q1
$1K Hold
216
﹤0.01% 3983
2021
Q4
$2K Hold
216
﹤0.01% 4017
2021
Q3
$3K Hold
216
﹤0.01% 4154
2021
Q2
$4K Hold
216
﹤0.01% 4333
2021
Q1
$3K Hold
216
﹤0.01% 4354
2020
Q4
$1K Hold
216
﹤0.01% 4261
2020
Q3
$0 Hold
216
﹤0.01% 4341
2020
Q2
$0 Hold
216
﹤0.01% 4302
2020
Q1
$0 Sell
216
-55
-20% ﹤0.01% 4568
2019
Q4
$0 Hold
271
﹤0.01% 4835
2019
Q3
$0 Hold
271
﹤0.01% 4875
2019
Q2
$0 Hold
271
﹤0.01% 4994
2019
Q1
$0 Buy
271
+216
+393% ﹤0.01% 4890
2018
Q4
$0 Sell
55
-216
-80% ﹤0.01% 4897
2018
Q3
$0 Hold
271
﹤0.01% 5016
2018
Q2
$1K Hold
271
﹤0.01% 4859
2018
Q1
$0 Buy
271
+215
+384% ﹤0.01% 4992
2017
Q4
$0 Hold
56
﹤0.01% 4536
2017
Q3
$0 Sell
56
-500
-90% ﹤0.01% 4518
2017
Q2
$1K Buy
556
+240
+76% +$432 ﹤0.01% 4416
2017
Q1
$0 Buy
316
+260
+464% ﹤0.01% 4546
2016
Q4
$0 Sell
56
-1,391
-96% ﹤0.01% 4534
2016
Q3
$4K Sell
1,447
-12,927
-90% -$35.7K ﹤0.01% 4342
2016
Q2
$64K Buy
+14,374
New +$64K ﹤0.01% 4082