Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,075
Closed -$37K 164
2024
Q4
$37K Sell
1,075
-346
-24% -$11.9K 0.01% 196
2024
Q3
$58K Hold
1,421
0.02% 183
2024
Q2
$55K Hold
1,421
0.02% 173
2024
Q1
$61K Hold
1,421
0.02% 165
2023
Q4
$52K Hold
1,421
0.02% 172
2023
Q3
$51K Hold
1,421
0.02% 167
2023
Q2
$51K Hold
1,421
0.02% 173
2023
Q1
$50K Hold
1,421
0.02% 171
2022
Q4
$50K Hold
1,421
0.02% 166
2022
Q3
$42K Sell
1,421
-1
-0.1% -$30 0.02% 174
2022
Q2
$78K Hold
1,422
0.04% 151
2022
Q1
$78K Hold
1,422
0.03% 153
2021
Q4
$78K Hold
1,422
0.03% 162
2021
Q3
$68K Hold
1,422
0.03% 174
2021
Q2
$71K Hold
1,422
0.03% 173
2021
Q1
$64K Hold
1,422
0.02% 183
2020
Q4
$65K Hold
1,422
0.03% 177
2020
Q3
$67K Buy
+1,422
New +$67K 0.03% 159
2019
Q4
$87K Hold
1,474
0.04% 148
2019
Q3
$79K Buy
1,474
+200
+16% +$10.7K 0.04% 151
2019
Q2
$64K Hold
1,274
0.03% 164
2019
Q1
$67K Hold
1,274
0.04% 163
2018
Q4
$65K Sell
1,274
-107
-8% -$5.46K 0.04% 158
2018
Q3
$69K Hold
1,381
0.04% 173
2018
Q2
$70K Hold
1,381
0.04% 169
2018
Q1
$67K Hold
1,381
0.04% 161
2017
Q4
$61K Hold
1,381
0.03% 176
2017
Q3
$70.1K Hold
1,381
0.04% 138
2017
Q2
$74.4K Hold
1,381
0.05% 138
2017
Q1
$72.4K Hold
1,381
0.05% 139
2016
Q4
$68K Buy
+1,381
New +$68K 0.04% 140
2016
Q2
$75K Hold
1,381
0.05% 136
2016
Q1
$74K Hold
1,381
0.05% 136
2015
Q4
$70K Buy
+1,381
New +$70K 0.05% 127