Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.2K Sell
83
-347
-81% -$63.6K 0.01% 251
2025
Q1
$75.5K Hold
430
0.04% 181
2024
Q4
$80.7K Buy
430
+347
+418% +$65.1K 0.04% 179
2024
Q3
$15.9K Hold
83
0.01% 269
2024
Q2
$15K Hold
83
0.01% 279
2024
Q1
$14.7K Buy
+83
New +$14.7K 0.01% 303
2022
Q2
Sell
-120
Closed -$19K 325
2022
Q1
$19K Hold
120
0.01% 279
2021
Q4
$22K Hold
120
0.01% 265
2021
Q3
$19K Hold
120
0.01% 268
2021
Q2
$18K Hold
120
0.01% 273
2021
Q1
$16K Hold
120
0.01% 273
2020
Q4
$15K Sell
120
-92
-43% -$11.5K 0.01% 276
2020
Q3
$23K Buy
212
+185
+685% +$20.1K 0.02% 243
2020
Q2
$3K Buy
+27
New +$3K ﹤0.01% 327
2019
Q1
Sell
-79
Closed -$6K 320
2018
Q4
$6K Hold
79
﹤0.01% 298
2018
Q3
$7K Hold
79
﹤0.01% 305
2018
Q2
$6K Sell
79
-19
-19% -$1.44K ﹤0.01% 314
2018
Q1
$8K Hold
98
0.01% 316
2017
Q4
$8K Hold
98
0.01% 333
2017
Q3
$7K Hold
98
﹤0.01% 350
2017
Q2
$6K Hold
98
﹤0.01% 361
2017
Q1
$6K Sell
98
-74
-43% -$4.53K ﹤0.01% 376
2016
Q4
$10K Hold
172
0.01% 351
2016
Q3
$10K Sell
172
-896
-84% -$52.1K 0.01% 360
2016
Q2
$60K Hold
1,068
0.03% 228
2016
Q1
$56K Hold
1,068
0.03% 245
2015
Q4
$53K Hold
1,068
0.03% 246
2015
Q3
$49K Hold
1,068
0.03% 258
2015
Q2
$61K Hold
1,068
0.03% 234
2015
Q1
$60K Sell
1,068
-124
-10% -$6.97K 0.03% 242
2014
Q4
$69K Sell
1,192
-98
-8% -$5.67K 0.03% 234
2014
Q3
$84K Buy
1,290
+433
+51% +$28.2K 0.04% 216
2014
Q2
$63K Hold
857
0.03% 243
2014
Q1
$57K Sell
857
-175
-17% -$11.6K 0.03% 249
2013
Q4
$67K Hold
1,032
0.03% 230
2013
Q3
$62K Hold
1,032
0.03% 240
2013
Q2
$54K Buy
+1,032
New +$54K 0.03% 242