Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
644
+19
+3% +$2.98K ﹤0.01% 713
2025
Q1
$80.7K Hold
625
﹤0.01% 743
2024
Q4
$89.3K Sell
625
-8
-1% -$1.14K ﹤0.01% 731
2024
Q3
$94.6K Hold
633
﹤0.01% 743
2024
Q2
$81.8K Hold
633
﹤0.01% 740
2024
Q1
$86.1K Hold
633
﹤0.01% 734
2023
Q4
$75.5K Hold
633
﹤0.01% 752
2023
Q3
$62K Hold
633
﹤0.01% 769
2023
Q2
$59K Hold
633
﹤0.01% 820
2023
Q1
$54.6K Hold
633
﹤0.01% 843
2022
Q4
$51.3K Buy
633
+42
+7% +$3.41K ﹤0.01% 846
2022
Q3
$38K Sell
591
-61
-9% -$3.92K ﹤0.01% 947
2022
Q2
$43K Buy
652
+191
+41% +$12.6K ﹤0.01% 989
2022
Q1
$35K Buy
461
+29
+7% +$2.2K ﹤0.01% 731
2021
Q4
$44K Sell
432
-200
-32% -$20.4K ﹤0.01% 967
2021
Q3
$55K Buy
632
+408
+182% +$35.5K ﹤0.01% 859
2021
Q2
$21K Hold
224
﹤0.01% 1095
2021
Q1
$20K Hold
224
﹤0.01% 1073
2020
Q4
$17K Sell
224
-88
-28% -$6.68K ﹤0.01% 939
2020
Q3
$18K Sell
312
-201
-39% -$11.6K ﹤0.01% 847
2020
Q2
$30K Hold
513
﹤0.01% 665
2020
Q1
$23K Hold
513
﹤0.01% 677
2019
Q4
$38K Hold
513
﹤0.01% 638
2019
Q3
$31K Hold
513
﹤0.01% 689
2019
Q2
$33K Sell
513
-33
-6% -$2.12K ﹤0.01% 694
2019
Q1
$32K Hold
546
﹤0.01% 649
2018
Q4
$26K Hold
546
﹤0.01% 696
2018
Q3
$33K Hold
546
﹤0.01% 699
2018
Q2
$28K Buy
546
+200
+58% +$10.3K ﹤0.01% 771
2018
Q1
$17K Hold
346
﹤0.01% 842
2017
Q4
$18K Hold
346
﹤0.01% 844
2017
Q3
$15K Hold
346
﹤0.01% 878
2017
Q2
$14K Hold
346
﹤0.01% 885
2017
Q1
$14K Hold
346
﹤0.01% 926
2016
Q4
$12K Hold
346
﹤0.01% 950
2016
Q3
$12K Sell
346
-93
-21% -$3.23K ﹤0.01% 942
2016
Q2
$14K Sell
439
-220
-33% -$7.02K ﹤0.01% 865
2016
Q1
$22K Buy
659
+566
+609% +$18.9K ﹤0.01% 770
2015
Q4
$3K Sell
93
-410
-82% -$13.2K ﹤0.01% 1134
2015
Q3
$16K Hold
503
﹤0.01% 861
2015
Q2
$21K Hold
503
﹤0.01% 823
2015
Q1
$20K Hold
503
﹤0.01% 835
2014
Q4
$20K Hold
503
﹤0.01% 827
2014
Q3
$22K Buy
503
+410
+441% +$17.9K ﹤0.01% 790
2014
Q2
$4K Hold
93
﹤0.01% 1268
2014
Q1
$4K Hold
93
﹤0.01% 1144
2013
Q4
$4K Hold
93
﹤0.01% 1121
2013
Q3
$3K Buy
+93
New +$3K ﹤0.01% 1025