Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.28K Hold
15
﹤0.01% 108
2025
Q1
$2.2K Hold
15
﹤0.01% 114
2024
Q4
$1.94K Hold
15
﹤0.01% 117
2024
Q3
$2.05K Hold
15
﹤0.01% 119
2024
Q2
$1.53K Sell
15
-3
-17% -$307 ﹤0.01% 118
2024
Q1
$1.59K Hold
18
﹤0.01% 124
2023
Q4
$1.64K Hold
18
﹤0.01% 123
2023
Q3
$1.4K Hold
18
﹤0.01% 127
2023
Q2
$1.5K Hold
18
﹤0.01% 132
2023
Q1
$1.58K Hold
18
﹤0.01% 143
2022
Q4
$1.8K Hold
18
﹤0.01% 141
2022
Q3
$2K Hold
18
﹤0.01% 142
2022
Q2
$2K Sell
18
-42
-70% -$4.67K ﹤0.01% 147
2022
Q1
$7K Sell
60
-12
-17% -$1.4K ﹤0.01% 125
2021
Q4
$11K Sell
72
-60
-45% -$9.17K 0.01% 116
2021
Q3
$19K Hold
132
0.01% 107
2021
Q2
$22K Hold
132
0.03% 54
2021
Q1
$21K Hold
132
0.05% 50
2020
Q4
$19K Hold
132
0.02% 93
2020
Q3
$18K Hold
132
0.05% 49
2020
Q2
$17.2K Hold
132
0.01% 86
2020
Q1
$15K Sell
132
-2,278
-95% -$259K 0.01% 83
2019
Q4
$396K Buy
2,410
+6
+0.2% +$987 0.33% 57
2019
Q3
$330K Hold
2,404
0.24% 60
2019
Q2
$348K Hold
2,404
0.29% 60
2019
Q1
$418K Sell
2,404
-6
-0.2% -$1.04K 0.33% 58
2018
Q4
$384K Buy
2,410
+42
+2% +$6.69K 0.32% 59
2018
Q3
$417K Sell
2,368
-42
-2% -$7.4K 0.29% 60
2018
Q2
$396K Buy
2,410
+36
+2% +$5.92K 0.3% 61
2018
Q1
$436K Buy
2,374
+36
+2% +$6.61K 0.32% 60
2017
Q4
$460K Hold
2,338
0.35% 59
2017
Q3
$410K Sell
2,338
-12
-0.5% -$2.11K 0.33% 63
2017
Q2
$409K Buy
+2,350
New +$409K 0.31% 60