Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349 Sell
75
-3
-4% -$14 ﹤0.01% 1746
2025
Q1
$427 Sell
78
-258
-77% -$1.41K ﹤0.01% 1789
2024
Q4
$2.34K Sell
336
-137
-29% -$954 ﹤0.01% 1412
2024
Q3
$4.44K Buy
473
+7
+2% +$66 ﹤0.01% 1167
2024
Q2
$4.67K Hold
466
﹤0.01% 1091
2024
Q1
$5.57K Hold
466
﹤0.01% 1057
2023
Q4
$5.79K Sell
466
-53
-10% -$658 ﹤0.01% 995
2023
Q3
$5.69K Sell
519
-47
-8% -$516 ﹤0.01% 943
2023
Q2
$6.96K Buy
566
+1
+0.2% +$12 ﹤0.01% 868
2023
Q1
$6.81K Buy
565
+119
+27% +$1.44K ﹤0.01% 874
2022
Q4
$3.82K Sell
446
-75
-14% -$642 ﹤0.01% 1101
2022
Q3
$3K Buy
521
+384
+280% +$2.21K ﹤0.01% 1160
2022
Q2
$1K Sell
137
-301
-69% -$2.2K ﹤0.01% 1491
2022
Q1
$4K Buy
438
+218
+99% +$1.99K ﹤0.01% 1119
2021
Q4
$2K Buy
220
+164
+293% +$1.49K ﹤0.01% 1052
2021
Q3
$0 Hold
56
﹤0.01% 832
2021
Q2
$1K Hold
56
﹤0.01% 570
2021
Q1
$1K Hold
56
﹤0.01% 563
2020
Q4
$0 Hold
56
﹤0.01% 581
2020
Q3
$0 Hold
56
﹤0.01% 564
2020
Q2
$0 Hold
56
﹤0.01% 534
2020
Q1
$0 Hold
56
﹤0.01% 506
2019
Q4
$1K Hold
56
﹤0.01% 470
2019
Q3
$1K Hold
56
﹤0.01% 463
2019
Q2
$1K Sell
56
-1,390
-96% -$24.8K ﹤0.01% 444
2019
Q1
$17K Buy
1,446
+365
+34% +$4.29K ﹤0.01% 312
2018
Q4
$7K Hold
1,081
﹤0.01% 371
2018
Q3
$14K Hold
1,081
﹤0.01% 361
2018
Q2
$15K Hold
1,081
﹤0.01% 333
2018
Q1
$20K Hold
1,081
0.01% 315
2017
Q4
$22K Hold
1,081
0.01% 317
2017
Q3
$18K Hold
1,081
﹤0.01% 328
2017
Q2
$20K Hold
1,081
0.01% 300
2017
Q1
$20K Hold
1,081
0.01% 305
2016
Q4
$20K Buy
1,081
+101
+10% +$1.87K 0.01% 305
2016
Q3
$23K Hold
980
0.01% 307
2016
Q2
$25K Hold
980
0.01% 303
2016
Q1
$27K Hold
980
0.01% 293
2015
Q4
$25K Buy
+980
New +$25K 0.01% 307