Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.8K Hold
145
0.02% 194
2025
Q1
$39.4K Sell
145
-38
-21% -$10.3K 0.02% 223
2024
Q4
$60.7K Hold
183
0.03% 204
2024
Q3
$60.7K Sell
183
-43
-19% -$14.3K 0.03% 198
2024
Q2
$70.9K Buy
226
+20
+10% +$6.27K 0.04% 187
2024
Q1
$64.4K Buy
206
+43
+26% +$13.4K 0.03% 198
2023
Q4
$39.3K Sell
163
-37
-19% -$8.91K 0.02% 264
2023
Q3
$42.7K Hold
200
0.03% 243
2023
Q2
$40.2K Hold
200
0.03% 227
2023
Q1
$34.3K Hold
200
0.02% 234
2022
Q4
$31.4K Hold
200
0.02% 246
2022
Q3
$27K Hold
200
0.02% 243
2022
Q2
$25K Hold
200
0.02% 249
2022
Q1
$30K Hold
200
0.02% 249
2021
Q4
$35K Hold
200
0.02% 238
2021
Q3
$30K Hold
200
0.02% 243
2021
Q2
$30K Hold
200
0.02% 245
2021
Q1
$28K Hold
200
0.02% 247
2020
Q4
$24K Hold
200
0.02% 248
2020
Q3
$20K Hold
200
0.02% 252
2020
Q2
$17K Hold
200
0.01% 253
2020
Q1
$16K Hold
200
0.01% 246
2019
Q4
$19K Sell
200
-4
-2% -$380 0.01% 267
2019
Q3
$17K Buy
204
+4
+2% +$333 0.01% 275
2019
Q2
$17K Hold
200
0.01% 263
2019
Q1
$16K Hold
200
0.01% 274
2018
Q4
$14K Hold
200
0.01% 270
2018
Q3
$17K Hold
200
0.01% 277
2018
Q2
$15K Sell
200
-200
-50% -$15K 0.01% 281
2018
Q1
$32K Hold
400
0.02% 250
2017
Q4
$32K Hold
400
0.02% 260
2017
Q3
$31K Hold
400
0.02% 275
2017
Q2
$31K Hold
400
0.02% 266
2017
Q1
$30K Hold
400
0.02% 269
2016
Q4
$27K Hold
400
0.02% 288
2016
Q3
$26K Sell
400
-150
-27% -$9.75K 0.02% 281
2016
Q2
$33K Sell
550
-690
-56% -$41.4K 0.02% 284
2016
Q1
$77K Hold
1,240
0.04% 217
2015
Q4
$65K Buy
1,240
+500
+68% +$26.2K 0.03% 227
2015
Q3
$38K Sell
740
-100
-12% -$5.14K 0.02% 277
2015
Q2
$57K Buy
840
+100
+14% +$6.79K 0.03% 245
2015
Q1
$50K Buy
740
+100
+16% +$6.76K 0.03% 261
2014
Q4
$43K Hold
640
0.02% 276
2014
Q3
$41K Buy
640
+150
+31% +$9.61K 0.02% 288
2014
Q2
$38K Buy
490
+200
+69% +$15.5K 0.02% 294
2014
Q1
$22K Buy
+290
New +$22K 0.01% 342