Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Hold
62
﹤0.01% 799
2025
Q1
$3.03K Hold
62
﹤0.01% 796
2024
Q4
$3.01K Buy
62
+1
+2% +$49 ﹤0.01% 821
2024
Q3
$3.77K Hold
61
﹤0.01% 813
2024
Q2
$3.46K Buy
61
+40
+190% +$2.27K ﹤0.01% 814
2024
Q1
$1.19K Hold
21
﹤0.01% 971
2023
Q4
$1.41K Sell
21
-49
-70% -$3.3K ﹤0.01% 906
2023
Q3
$3.98K Buy
70
+36
+106% +$2.05K ﹤0.01% 759
2023
Q2
$2.03K Hold
34
﹤0.01% 874
2023
Q1
$2.16K Hold
34
﹤0.01% 846
2022
Q4
$2.11K Hold
34
﹤0.01% 866
2022
Q3
$1.7K Buy
34
+14
+70% +$700 ﹤0.01% 886
2022
Q2
$1.12K Sell
20
-2
-9% -$112 ﹤0.01% 891
2022
Q1
$1.55K Hold
22
﹤0.01% 841
2021
Q4
$1.21K Sell
22
-370
-94% -$20.3K ﹤0.01% 854
2021
Q3
$18.7K Hold
392
0.01% 568
2021
Q2
$25.5K Hold
392
0.01% 509
2021
Q1
$24.3K Sell
392
-56
-13% -$3.47K 0.01% 484
2020
Q4
$26.1K Buy
448
+224
+100% +$13.1K 0.01% 443
2020
Q3
$10.3K Buy
224
+157
+234% +$7.25K ﹤0.01% 593
2020
Q2
$2.98K Sell
67
-17
-20% -$757 ﹤0.01% 724
2020
Q1
$2.75K Sell
84
-561
-87% -$18.4K ﹤0.01% 691
2019
Q4
$31.5K Sell
645
-392
-38% -$19.1K 0.02% 390
2019
Q3
$45.7K Hold
1,037
0.03% 294
2019
Q2
$53.8K Hold
1,037
0.04% 268
2019
Q1
$50.6K Sell
1,037
-78
-7% -$3.8K 0.04% 267
2018
Q4
$48K Hold
1,115
0.04% 249
2018
Q3
$49.6K Hold
1,115
0.04% 257
2018
Q2
$49.8K Hold
1,115
0.04% 255
2018
Q1
$44.2K Buy
1,115
+162
+17% +$6.42K 0.04% 260
2017
Q4
$39.1K Hold
953
0.03% 267
2017
Q3
$34.5K Hold
953
0.03% 273
2017
Q2
$30.3K Hold
953
0.02% 259
2017
Q1
$30.9K Hold
953
0.03% 247
2016
Q4
$30.4K Buy
+953
New +$30.4K 0.03% 243