Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394 Hold
4
﹤0.01% 2272
2025
Q1
$371 Hold
4
﹤0.01% 2247
2024
Q4
$363 Hold
4
﹤0.01% 2221
2024
Q3
$386 Hold
4
﹤0.01% 2252
2024
Q2
$367 Sell
4
-19
-83% -$1.74K ﹤0.01% 2228
2024
Q1
$2.12K Hold
23
﹤0.01% 2015
2023
Q4
$2.19K Hold
23
﹤0.01% 2011
2023
Q3
$2.15K Sell
23
-335
-94% -$31.3K ﹤0.01% 1960
2023
Q2
$32.7K Sell
358
-11
-3% -$1.01K ﹤0.01% 1070
2023
Q1
$27.1K Sell
369
-29
-7% -$2.13K ﹤0.01% 1157
2022
Q4
$33.2K Buy
398
+2
+0.5% +$167 ﹤0.01% 1047
2022
Q3
$37K Buy
396
+11
+3% +$1.03K ﹤0.01% 950
2022
Q2
$40K Buy
385
+345
+863% +$35.8K ﹤0.01% 1006
2022
Q1
$7K Sell
40
-300
-88% -$52.5K ﹤0.01% 1185
2021
Q4
$54K Buy
340
+86
+34% +$13.7K ﹤0.01% 888
2021
Q3
$37K Hold
254
﹤0.01% 1027
2021
Q2
$61K Buy
254
+7
+3% +$1.68K ﹤0.01% 704
2021
Q1
$65K Buy
247
+68
+38% +$17.9K ﹤0.01% 636
2020
Q4
$52K Buy
179
+9
+5% +$2.62K ﹤0.01% 587
2020
Q3
$40K Buy
170
+18
+12% +$4.24K ﹤0.01% 600
2020
Q2
$30K Hold
152
﹤0.01% 661
2020
Q1
$27K Hold
152
﹤0.01% 629
2019
Q4
$25K Buy
152
+19
+14% +$3.13K ﹤0.01% 776
2019
Q3
$17K Buy
133
+25
+23% +$3.2K ﹤0.01% 896
2019
Q2
$13K Buy
+108
New +$13K ﹤0.01% 993
2014
Q1
Hold
0
1374
2013
Q4
Hold
0
1318