Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.72K Sell
216
-730
-77% -$16K ﹤0.01% 1894
2025
Q1
$18.5K Buy
946
+733
+344% +$14.4K ﹤0.01% 1735
2024
Q4
$3.34K Hold
213
﹤0.01% 1933
2024
Q3
$3.87K Hold
213
﹤0.01% 1882
2024
Q2
$3.65K Hold
213
﹤0.01% 1866
2024
Q1
$3.51K Hold
213
﹤0.01% 1872
2023
Q4
$3.2K Hold
213
﹤0.01% 1892
2023
Q3
$2.81K Hold
213
﹤0.01% 1935
2023
Q2
$2.87K Hold
213
﹤0.01% 1966
2023
Q1
$2.53K Sell
213
-40
-16% -$475 ﹤0.01% 1989
2022
Q4
$3.08K Hold
253
﹤0.01% 1972
2022
Q3
$2K Hold
253
﹤0.01% 1970
2022
Q2
$3K Hold
253
﹤0.01% 1948
2022
Q1
$3K Buy
253
+33
+15% +$391 ﹤0.01% 1999
2021
Q4
$3K Hold
220
﹤0.01% 2029
2021
Q3
$3K Hold
220
﹤0.01% 2069
2021
Q2
$3K Buy
+220
New +$3K ﹤0.01% 2074
2020
Q1
Sell
-267
Closed -$3K 2292
2019
Q4
$3K Buy
267
+56
+27% +$629 ﹤0.01% 1999
2019
Q3
$2K Buy
+211
New +$2K ﹤0.01% 2028
2018
Q3
Sell
-180
Closed -$3K 2290
2018
Q2
$3K Buy
+180
New +$3K ﹤0.01% 2070
2017
Q2
Sell
-110
Closed -$2K 2144
2017
Q1
$2K Hold
110
﹤0.01% 2017
2016
Q4
$2K Hold
110
﹤0.01% 2009
2016
Q3
$1K Hold
110
﹤0.01% 2064
2016
Q2
$1K Hold
110
﹤0.01% 2041
2016
Q1
$1K Sell
110
-79
-42% -$718 ﹤0.01% 2019
2015
Q4
$3K Buy
189
+49
+35% +$778 ﹤0.01% 1927
2015
Q3
$2K Sell
140
-57
-29% -$814 ﹤0.01% 1860
2015
Q2
$3K Sell
197
-245
-55% -$3.73K ﹤0.01% 1843
2015
Q1
$6K Sell
442
-81
-15% -$1.1K ﹤0.01% 1834
2014
Q4
$7K Sell
523
-93
-15% -$1.25K ﹤0.01% 1786
2014
Q3
$9K Hold
616
﹤0.01% 1749
2014
Q2
$9K Buy
616
+64
+12% +$935 ﹤0.01% 1744
2014
Q1
$8K Hold
552
﹤0.01% 1708
2013
Q4
$8K Sell
552
-203
-27% -$2.94K ﹤0.01% 1706
2013
Q3
$9K Sell
755
-1,809
-71% -$21.6K ﹤0.01% 1682
2013
Q2
$23K Buy
+2,564
New +$23K ﹤0.01% 1650