Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257 Hold
3
﹤0.01% 1009
2025
Q1
$276 Hold
3
﹤0.01% 1025
2024
Q4
$253 Hold
3
﹤0.01% 1058
2024
Q3
$316 Hold
3
﹤0.01% 1095
2024
Q2
$259 Hold
3
﹤0.01% 1093
2024
Q1
$316 Hold
3
﹤0.01% 1047
2023
Q4
$357 Sell
3
-6
-67% -$714 ﹤0.01% 983
2023
Q3
$1.21K Hold
9
﹤0.01% 922
2023
Q2
$1.23K Hold
9
﹤0.01% 935
2023
Q1
$1.36K Sell
9
-27
-75% -$4.07K ﹤0.01% 915
2022
Q4
$4.12K Buy
36
+14
+64% +$1.6K ﹤0.01% 745
2022
Q3
$2.59K Buy
22
+13
+144% +$1.53K ﹤0.01% 813
2022
Q2
$1.34K Hold
9
﹤0.01% 874
2022
Q1
$1.19K Sell
9
-50
-85% -$6.62K ﹤0.01% 861
2021
Q4
$8.78K Hold
59
﹤0.01% 643
2021
Q3
$9.07K Buy
59
+20
+51% +$3.08K ﹤0.01% 711
2021
Q2
$7.95K Hold
39
﹤0.01% 735
2021
Q1
$8.48K Hold
39
﹤0.01% 689
2020
Q4
$8.43K Sell
39
-151
-79% -$32.7K ﹤0.01% 660
2020
Q3
$24.1K Sell
190
-15
-7% -$1.9K 0.01% 427
2020
Q2
$24.6K Buy
205
+30
+17% +$3.6K 0.01% 406
2020
Q1
$17.6K Hold
175
0.01% 422
2019
Q4
$22.1K Buy
175
+10
+6% +$1.26K 0.01% 447
2019
Q3
$17K Sell
165
-10
-6% -$1.03K 0.01% 429
2019
Q2
$20.5K Buy
+175
New +$20.5K 0.01% 394
2018
Q2
Sell
-17
Closed -$3.79K 691
2018
Q1
$3.79K Hold
17
﹤0.01% 560
2017
Q4
$3.98K Sell
17
-20
-54% -$4.69K ﹤0.01% 535
2017
Q3
$9.17K Hold
37
0.01% 445
2017
Q2
$6.62K Buy
37
+20
+118% +$3.58K 0.01% 451
2017
Q1
$2.93K Hold
17
﹤0.01% 499
2016
Q4
$2.8K Buy
+17
New +$2.8K ﹤0.01% 479