Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41K Hold
139
0.02% 108
2025
Q1
$34.6K Hold
139
0.01% 106
2024
Q4
$31K Hold
139
0.01% 137
2024
Q3
$31K Hold
139
0.01% 139
2024
Q2
$24K Hold
139
0.01% 144
2024
Q1
$27K Hold
139
0.01% 150
2023
Q4
$23K Hold
139
0.01% 150
2023
Q3
$20K Hold
139
0.01% 148
2023
Q2
$19K Hold
139
0.01% 151
2023
Q1
$18K Hold
139
0.01% 155
2022
Q4
$20K Hold
139
0.01% 152
2022
Q3
$17K Hold
139
0.01% 150
2022
Q2
$20K Hold
139
0.01% 143
2022
Q1
$18K Hold
139
0.01% 149
2021
Q4
$19K Sell
139
-6
-4% -$820 0.01% 148
2021
Q3
$19K Hold
145
0.01% 142
2021
Q2
$20K Hold
145
0.01% 143
2021
Q1
$19K Hold
145
0.01% 146
2020
Q4
$17K Hold
145
0.01% 132
2020
Q3
$17K Hold
145
0.01% 123
2020
Q2
$17K Hold
145
0.01% 121
2020
Q1
$15K Hold
145
0.01% 124
2019
Q4
$19K Hold
145
0.01% 121
2019
Q3
$20K Hold
145
0.01% 130
2019
Q2
$19K Hold
145
0.01% 128
2019
Q1
$20K Hold
145
0.01% 129
2018
Q4
$16K Hold
145
0.01% 133
2018
Q3
$21K Hold
145
0.01% 122
2018
Q2
$19K Hold
145
0.01% 127
2018
Q1
$21K Hold
145
0.01% 121
2017
Q4
$21K Hold
145
0.01% 124
2017
Q3
$20K Hold
145
0.01% 121
2017
Q2
$21K Hold
145
0.01% 119
2017
Q1
$24K Hold
145
0.01% 116
2016
Q4
$23K Hold
145
0.01% 116
2016
Q3
$22K Hold
145
0.01% 112
2016
Q2
$21K Hold
145
0.01% 118
2016
Q1
$21K Hold
145
0.01% 121
2015
Q4
$19K Hold
145
0.01% 114
2015
Q3
$20K Hold
145
0.01% 129
2015
Q2
$23K Hold
145
0.01% 140
2015
Q1
$22K Hold
145
0.01% 217
2014
Q4
$22K Hold
145
0.01% 216
2014
Q3
$26K Hold
145
0.01% 204
2014
Q2
$25K Sell
145
-58
-29% -$10K 0.01% 216
2014
Q1
$37K Hold
203
0.02% 185
2013
Q4
$36K Sell
203
-63
-24% -$11.2K 0.02% 184
2013
Q3
$47K Sell
266
-145
-35% -$25.6K 0.03% 168
2013
Q2
$75K Buy
+411
New +$75K 0.04% 156