Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.1K Hold
785
﹤0.01% 348
2025
Q1
$30.4K Sell
785
-160
-17% -$6.2K ﹤0.01% 336
2024
Q4
$32K Hold
945
﹤0.01% 333
2024
Q3
$38.6K Hold
945
﹤0.01% 312
2024
Q2
$36.4K Hold
945
﹤0.01% 319
2024
Q1
$40.5K Hold
945
﹤0.01% 316
2023
Q4
$35K Hold
945
﹤0.01% 322
2023
Q3
$34.3K Hold
945
﹤0.01% 323
2023
Q2
$33.7K Hold
945
﹤0.01% 331
2023
Q1
$33.6K Sell
945
-45
-5% -$1.6K ﹤0.01% 328
2022
Q4
$34.8K Hold
990
﹤0.01% 314
2022
Q3
$29K Sell
990
-1
-0.1% -$29 ﹤0.01% 334
2022
Q2
$54K Buy
991
+45
+5% +$2.45K 0.01% 271
2022
Q1
$52K Sell
946
-69
-7% -$3.79K 0.01% 284
2021
Q4
$56K Buy
1,015
+346
+52% +$19.1K 0.01% 291
2021
Q3
$32K Buy
669
+342
+105% +$16.4K ﹤0.01% 344
2021
Q2
$16K Hold
327
﹤0.01% 428
2021
Q1
$15K Hold
327
﹤0.01% 420
2020
Q4
$15K Hold
327
﹤0.01% 394
2020
Q3
$15K Hold
327
﹤0.01% 372
2020
Q2
$17K Hold
327
﹤0.01% 352
2020
Q1
$16K Hold
327
﹤0.01% 333
2019
Q4
$19K Buy
327
+229
+234% +$13.3K ﹤0.01% 354
2019
Q3
$5K Hold
98
﹤0.01% 473
2019
Q2
$5K Hold
98
﹤0.01% 508
2019
Q1
$5K Sell
98
-138
-58% -$7.04K ﹤0.01% 450
2018
Q4
$11K Buy
236
+136
+136% +$6.34K ﹤0.01% 371
2018
Q3
$5K Sell
100
-162
-62% -$8.1K ﹤0.01% 424
2018
Q2
$13K Buy
262
+3
+1% +$149 ﹤0.01% 373
2018
Q1
$13K Buy
259
+161
+164% +$8.08K ﹤0.01% 351
2017
Q4
$4K Hold
98
﹤0.01% 418
2017
Q3
$5K Hold
98
﹤0.01% 399
2017
Q2
$5K Hold
98
﹤0.01% 386
2017
Q1
$5K Hold
98
﹤0.01% 398
2016
Q4
$5K Sell
98
-4,678
-98% -$239K ﹤0.01% 408
2016
Q3
$257K Buy
4,776
+4,585
+2,401% +$247K 0.04% 188
2016
Q2
$10K Hold
191
﹤0.01% 345
2016
Q1
$10K Hold
191
﹤0.01% 352
2015
Q4
$10K Buy
191
+93
+95% +$4.87K ﹤0.01% 346
2015
Q3
$5K Hold
98
﹤0.01% 405
2015
Q2
$5K Hold
98
﹤0.01% 409
2015
Q1
$6K Hold
98
﹤0.01% 401
2014
Q4
$5K Hold
98
﹤0.01% 417
2014
Q3
$6K Hold
98
﹤0.01% 423
2014
Q2
$7K Hold
98
﹤0.01% 385
2014
Q1
$7K Hold
98
﹤0.01% 364
2013
Q4
$7K Hold
98
﹤0.01% 339
2013
Q3
$6K Hold
98
﹤0.01% 342
2013
Q2
$6K Buy
+98
New +$6K ﹤0.01% 295