Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Hold
71
﹤0.01% 382
2025
Q1
$2K Hold
71
﹤0.01% 387
2024
Q4
$2K Hold
71
﹤0.01% 382
2024
Q3
$2K Hold
71
﹤0.01% 396
2024
Q2
$1K Hold
71
﹤0.01% 396
2024
Q1
$1K Hold
71
﹤0.01% 480
2023
Q4
$1K Sell
71
-5
-7% -$70 ﹤0.01% 368
2023
Q3
$1K Sell
76
-9,267
-99% -$122K ﹤0.01% 344
2023
Q2
$149K Buy
9,343
+1,700
+22% +$27.1K 0.04% 167
2023
Q1
$147K Buy
7,643
+450
+6% +$8.66K 0.04% 164
2022
Q4
$131K Sell
7,193
-694
-9% -$12.6K 0.04% 167
2022
Q3
$121K Sell
7,887
-191
-2% -$2.93K 0.04% 168
2022
Q2
$170K Sell
8,078
-2,816
-26% -$59.3K 0.05% 153
2022
Q1
$194K Buy
10,894
+278
+3% +$4.95K 0.05% 139
2021
Q4
$198K Buy
10,616
+776
+8% +$14.5K 0.05% 139
2021
Q3
$201K Buy
9,840
+3,027
+44% +$61.8K 0.06% 135
2021
Q2
$149K Buy
6,813
+1,436
+27% +$31.4K 0.04% 150
2021
Q1
$123K Buy
5,377
+7
+0.1% +$160 0.04% 146
2020
Q4
$117K Buy
5,370
+122
+2% +$2.66K 0.05% 140
2020
Q3
$113K Buy
5,248
+397
+8% +$8.55K 0.05% 134
2020
Q2
$110K Sell
4,851
-7,401
-60% -$168K 0.05% 128
2020
Q1
$269K Buy
12,252
+265
+2% +$5.82K 0.15% 97
2019
Q4
$354K Sell
11,987
-265
-2% -$7.83K 0.17% 98
2019
Q3
$350K Buy
12,252
+550
+5% +$15.7K 0.18% 92
2019
Q2
$296K Buy
11,702
+1,324
+13% +$33.5K 0.16% 92
2019
Q1
$246K Hold
10,378
0.14% 96
2018
Q4
$224K Sell
10,378
-278
-3% -$6K 0.14% 91
2018
Q3
$271K Buy
10,656
+408
+4% +$10.4K 0.17% 86
2018
Q2
$248K Buy
10,248
+1,695
+20% +$41K 0.17% 87
2018
Q1
$231K Hold
8,553
0.17% 87
2017
Q4
$251K Sell
8,553
-265
-3% -$7.78K 0.17% 84
2017
Q3
$260K Sell
8,818
-617
-7% -$18.2K 0.18% 85
2017
Q2
$269K Sell
9,435
-32
-0.3% -$912 0.2% 81
2017
Q1
$297K Buy
9,467
+212
+2% +$6.65K 0.23% 75
2016
Q4
$297K Sell
9,255
-344
-4% -$11K 0.23% 75
2016
Q3
$294K Buy
9,599
+265
+3% +$8.12K 0.22% 78
2016
Q2
$305K Hold
9,334
0.23% 67
2016
Q1
$276K Buy
9,334
+457
+5% +$13.5K 0.22% 68
2015
Q4
$230K Buy
+8,877
New +$230K 0.19% 70