Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-62
Closed -$2.43K 559
2025
Q1
$2.43K Buy
+62
New +$2.43K ﹤0.01% 330
2024
Q4
Sell
-62
Closed -$2.56K 218
2024
Q3
$2.56K Buy
+62
New +$2.56K ﹤0.01% 254
2023
Q4
Sell
-62
Closed -$2.27K 146
2023
Q3
$2.27K Sell
62
-62
-50% -$2.27K ﹤0.01% 270
2023
Q2
$4.44K Hold
124
﹤0.01% 265
2023
Q1
$4.43K Hold
124
﹤0.01% 265
2022
Q4
$4.38K Hold
124
﹤0.01% 288
2022
Q3
$4K Sell
124
-1
-0.8% -$32 ﹤0.01% 281
2022
Q2
$7K Hold
125
﹤0.01% 271
2022
Q1
$7K Hold
125
﹤0.01% 257
2021
Q4
$7K Hold
125
﹤0.01% 268
2021
Q3
$6K Hold
125
﹤0.01% 250
2021
Q2
$6K Hold
125
﹤0.01% 250
2021
Q1
$6K Hold
125
﹤0.01% 253
2020
Q4
$6K Sell
125
-280
-69% -$13.4K ﹤0.01% 244
2020
Q3
$19K Hold
405
0.01% 178
2020
Q2
$21K Hold
405
0.01% 171
2020
Q1
$19K Sell
405
-120
-23% -$5.63K 0.01% 178
2019
Q4
$31K Hold
525
0.01% 165
2019
Q3
$28K Hold
525
0.01% 172
2019
Q2
$26K Buy
525
+125
+31% +$6.19K 0.01% 169
2019
Q1
$21K Hold
400
0.01% 184
2018
Q4
$19K Buy
400
+72
+22% +$3.42K 0.01% 186
2018
Q3
$16K Hold
328
0.01% 201
2018
Q2
$17K Buy
+328
New +$17K 0.01% 226
2016
Q4
Sell
-6,216
Closed -$335K 119
2016
Q3
$335K Buy
6,216
+88
+1% +$4.74K 0.19% 90
2016
Q2
$332K Sell
6,128
-1,048
-15% -$56.8K 0.21% 86
2016
Q1
$364K Sell
7,176
-160
-2% -$8.12K 0.21% 86
2015
Q4
$365K Sell
7,336
-1,336
-15% -$66.5K 0.22% 86
2015
Q3
$412K Sell
8,672
-64
-0.7% -$3.04K 0.26% 83
2015
Q2
$455K Sell
8,736
-360
-4% -$18.8K 0.22% 91
2015
Q1
$525K Hold
9,096
0.26% 87
2014
Q4
$486K Sell
9,096
-440
-5% -$23.5K 0.25% 85
2014
Q3
$548K Sell
9,536
-56
-0.6% -$3.22K 0.26% 95
2014
Q2
$641K Buy
9,592
+376
+4% +$25.1K 0.29% 92
2014
Q1
$616K Buy
+9,216
New +$616K 0.29% 94