Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.5K Hold
295
0.03% 156
2025
Q1
$74.8K Hold
295
0.03% 158
2024
Q4
$69.1K Sell
295
-10
-3% -$2.34K 0.02% 162
2024
Q3
$77.9K Sell
305
-15
-5% -$3.83K 0.03% 156
2024
Q2
$76.2K Buy
320
+100
+45% +$23.8K 0.03% 156
2024
Q1
$50.8K Sell
220
-20
-8% -$4.62K 0.02% 168
2023
Q4
$47.6K Buy
240
+40
+20% +$7.93K 0.02% 172
2023
Q3
$33.9K Sell
200
-25
-11% -$4.24K 0.02% 184
2023
Q2
$42K Hold
225
0.02% 183
2023
Q1
$37.2K Hold
225
0.02% 180
2022
Q4
$32.8K Hold
225
0.02% 187
2022
Q3
$32K Sell
225
-225
-50% -$32K 0.02% 188
2022
Q2
$69K Hold
450
0.04% 156
2022
Q1
$79K Hold
450
0.05% 144
2021
Q4
$106K Sell
450
-25
-5% -$5.89K 0.06% 138
2021
Q3
$99K Buy
475
+10
+2% +$2.08K 0.07% 134
2021
Q2
$96K Buy
465
+100
+27% +$20.6K 0.06% 136
2021
Q1
$78K Sell
365
-10
-3% -$2.14K 0.06% 131
2020
Q4
$81K Hold
375
0.06% 125
2020
Q3
$75K Hold
375
0.06% 126
2020
Q2
$75K Buy
+375
New +$75K 0.06% 117
2019
Q4
$82K Hold
425
0.07% 126
2019
Q3
$84K Hold
425
0.08% 125
2019
Q2
$84K Sell
425
-25
-6% -$4.94K 0.08% 126
2019
Q1
$79K Buy
+450
New +$79K 0.07% 128
2018
Q3
$82K Sell
525
-75
-13% -$11.7K 0.07% 134
2018
Q2
$84K Hold
600
0.08% 132
2018
Q1
$82K Hold
600
0.08% 137
2017
Q4
$81K Buy
+600
New +$81K 0.08% 135
2015
Q2
$34K Hold
300
0.03% 139
2015
Q1
$34K Hold
300
0.03% 138
2014
Q4
$31K Hold
300
0.03% 139
2014
Q3
$34K Hold
300
0.03% 129
2014
Q2
$33K Sell
300
-50
-14% -$5.5K 0.03% 128
2014
Q1
$38K Hold
350
0.04% 122
2013
Q4
$36K Buy
+350
New +$36K 0.04% 131