Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Hold
324
﹤0.01% 1206
2025
Q1
$32.3K Sell
324
-78
-19% -$7.79K ﹤0.01% 1123
2024
Q4
$43.9K Hold
402
﹤0.01% 1002
2024
Q3
$46.2K Buy
402
+18
+5% +$2.07K ﹤0.01% 1020
2024
Q2
$38.3K Buy
384
+32
+9% +$3.19K ﹤0.01% 1029
2024
Q1
$38.9K Sell
352
-22
-6% -$2.43K ﹤0.01% 1075
2023
Q4
$40.1K Hold
374
﹤0.01% 1045
2023
Q3
$36.8K Buy
374
+34
+10% +$3.35K ﹤0.01% 986
2023
Q2
$35.8K Sell
340
-78
-19% -$8.22K ﹤0.01% 1029
2023
Q1
$40.2K Buy
418
+25
+6% +$2.41K ﹤0.01% 983
2022
Q4
$33.8K Buy
393
+43
+12% +$3.7K ﹤0.01% 1036
2022
Q3
$26K Sell
350
-19
-5% -$1.41K ﹤0.01% 1122
2022
Q2
$29K Buy
369
+58
+19% +$4.56K ﹤0.01% 1143
2022
Q1
$25K Sell
311
-139
-31% -$11.2K ﹤0.01% 824
2021
Q4
$39K Sell
450
-86
-16% -$7.45K ﹤0.01% 1024
2021
Q3
$45K Sell
536
-3
-0.6% -$252 ﹤0.01% 948
2021
Q2
$48K Sell
539
-156
-22% -$13.9K ﹤0.01% 798
2021
Q1
$57K Buy
695
+65
+10% +$5.33K ﹤0.01% 687
2020
Q4
$50K Hold
630
﹤0.01% 599
2020
Q3
$43K Buy
630
+112
+22% +$7.64K ﹤0.01% 581
2020
Q2
$33K Hold
518
﹤0.01% 635
2020
Q1
$28K Sell
518
-74
-13% -$4K ﹤0.01% 618
2019
Q4
$50K Hold
592
﹤0.01% 575
2019
Q3
$47K Sell
592
-15
-2% -$1.19K ﹤0.01% 572
2019
Q2
$47K Hold
607
﹤0.01% 584
2019
Q1
$42K Hold
607
﹤0.01% 564
2018
Q4
$37K Sell
607
-110
-15% -$6.71K ﹤0.01% 579
2018
Q3
$46K Hold
717
﹤0.01% 605
2018
Q2
$45K Sell
717
-79
-10% -$4.96K ﹤0.01% 603
2018
Q1
$46K Hold
796
﹤0.01% 511
2017
Q4
$43K Hold
796
﹤0.01% 558
2017
Q3
$41K Buy
796
+154
+24% +$7.93K ﹤0.01% 547
2017
Q2
$33K Hold
642
﹤0.01% 598
2017
Q1
$31K Sell
642
-219
-25% -$10.6K ﹤0.01% 675
2016
Q4
$41K Hold
861
0.01% 583
2016
Q3
$41K Buy
861
+110
+15% +$5.24K 0.01% 577
2016
Q2
$32K Sell
751
-65
-8% -$2.77K ﹤0.01% 631
2016
Q1
$39K Hold
816
﹤0.01% 602
2015
Q4
$33K Hold
816
0.01% 581
2015
Q3
$30K Buy
816
+137
+20% +$5.04K ﹤0.01% 659
2015
Q2
$27K Sell
679
-50
-7% -$1.99K ﹤0.01% 738
2015
Q1
$31K Buy
729
+184
+34% +$7.82K ﹤0.01% 694
2014
Q4
$20K Hold
545
﹤0.01% 825
2014
Q3
$18K Buy
545
+85
+18% +$2.81K ﹤0.01% 859
2014
Q2
$16K Buy
460
+314
+215% +$10.9K ﹤0.01% 898
2014
Q1
$5K Sell
146
-37
-20% -$1.27K ﹤0.01% 1102
2013
Q4
$6K Buy
+183
New +$6K ﹤0.01% 1048