Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.1K Hold
749
﹤0.01% 829
2025
Q1
$66.1K Hold
749
﹤0.01% 819
2024
Q4
$70.9K Sell
749
-136
-15% -$12.9K ﹤0.01% 809
2024
Q3
$96.6K Sell
885
-75
-8% -$8.19K ﹤0.01% 735
2024
Q2
$110K Hold
960
﹤0.01% 665
2024
Q1
$139K Hold
960
﹤0.01% 598
2023
Q4
$136K Hold
960
﹤0.01% 578
2023
Q3
$129K Hold
960
﹤0.01% 562
2023
Q2
$138K Sell
960
-5
-0.5% -$718 ﹤0.01% 559
2023
Q1
$135K Buy
965
+75
+8% +$10.5K ﹤0.01% 558
2022
Q4
$110K Buy
890
+5
+0.6% +$620 ﹤0.01% 588
2022
Q3
$106K Sell
885
-125
-12% -$15K ﹤0.01% 591
2022
Q2
$127K Sell
1,010
-26
-3% -$3.27K ﹤0.01% 579
2022
Q1
$147K Buy
1,036
+843
+437% +$120K 0.01% 427
2021
Q4
$34K Sell
193
-83
-30% -$14.6K ﹤0.01% 1084
2021
Q3
$42K Buy
276
+152
+123% +$23.1K ﹤0.01% 978
2021
Q2
$21K Sell
124
-111
-47% -$18.8K ﹤0.01% 1096
2021
Q1
$41K Buy
235
+35
+18% +$6.11K ﹤0.01% 816
2020
Q4
$31K Buy
200
+5
+3% +$775 ﹤0.01% 759
2020
Q3
$21K Hold
195
﹤0.01% 801
2020
Q2
$21K Buy
195
+31
+19% +$3.34K ﹤0.01% 786
2020
Q1
$13K Sell
164
-9
-5% -$713 ﹤0.01% 879
2019
Q4
$24K Hold
173
﹤0.01% 797
2019
Q3
$20K Hold
173
﹤0.01% 847
2019
Q2
$24K Hold
173
﹤0.01% 815
2019
Q1
$22K Hold
173
﹤0.01% 802
2018
Q4
$21K Hold
173
﹤0.01% 776
2018
Q3
$25K Buy
173
+28
+19% +$4.05K ﹤0.01% 804
2018
Q2
$26K Buy
145
+108
+292% +$19.4K ﹤0.01% 801
2018
Q1
$7K Sell
37
-53
-59% -$10K ﹤0.01% 1118
2017
Q4
$16K Sell
90
-20
-18% -$3.56K ﹤0.01% 878
2017
Q3
$19K Hold
110
﹤0.01% 805
2017
Q2
$15K Sell
110
-7
-6% -$955 ﹤0.01% 868
2017
Q1
$16K Buy
117
+32
+38% +$4.38K ﹤0.01% 886
2016
Q4
$9K Hold
85
﹤0.01% 1028
2016
Q3
$9K Buy
85
+51
+150% +$5.4K ﹤0.01% 1019
2016
Q2
$3K Sell
34
-10
-23% -$882 ﹤0.01% 1181
2016
Q1
$5K Hold
44
﹤0.01% 1137
2015
Q4
$5K Buy
44
+14
+47% +$1.59K ﹤0.01% 1045
2015
Q3
$3K Sell
30
-12
-29% -$1.2K ﹤0.01% 1261
2015
Q2
$4K Hold
42
﹤0.01% 1245
2015
Q1
$4K Hold
42
﹤0.01% 1271
2014
Q4
$4K Hold
42
﹤0.01% 1263
2014
Q3
$3K Sell
42
-12
-22% -$857 ﹤0.01% 1332
2014
Q2
$5K Sell
54
-18
-25% -$1.67K ﹤0.01% 1224
2014
Q1
$6K Buy
72
+12
+20% +$1K ﹤0.01% 1077
2013
Q4
$4K Sell
60
-169
-74% -$11.3K ﹤0.01% 1123
2013
Q3
$16K Hold
229
﹤0.01% 719
2013
Q2
$14K Buy
+229
New +$14K 0.01% 434