Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Hold
331
0.01% 298
2025
Q1
$109K Sell
331
-26
-7% -$8.56K 0.01% 294
2024
Q4
$98.7K Hold
357
0.01% 309
2024
Q3
$124K Hold
357
0.01% 286
2024
Q2
$118K Hold
357
0.01% 286
2024
Q1
$130K Hold
357
0.01% 275
2023
Q4
$107K Hold
357
0.01% 285
2023
Q3
$102K Hold
357
0.01% 283
2023
Q2
$100K Hold
357
0.01% 287
2023
Q1
$91.3K Hold
357
0.01% 293
2022
Q4
$118K Hold
357
0.01% 254
2022
Q3
$99K Hold
357
0.01% 265
2022
Q2
$94K Hold
357
0.01% 255
2022
Q1
$86K Buy
+357
New +$86K 0.01% 272
2021
Q4
Sell
-357
Closed -$72K 150
2021
Q3
$72K Buy
357
+26
+8% +$5.24K 0.01% 271
2021
Q2
$79K Hold
331
0.01% 253
2021
Q1
$80K Hold
331
0.01% 235
2020
Q4
$69K Hold
331
0.01% 219
2020
Q3
$56K Hold
331
0.01% 226
2020
Q2
$62K Hold
331
0.01% 215
2020
Q1
$59K Hold
331
0.01% 218
2019
Q4
$68K Hold
331
0.01% 221
2019
Q3
$50K Hold
331
0.01% 235
2019
Q2
$52K Hold
331
0.01% 225
2019
Q1
$53K Hold
331
0.01% 215
2018
Q4
$63K Hold
331
0.01% 200
2018
Q3
$69K Hold
331
0.01% 195
2018
Q2
$56K Hold
331
0.01% 202
2018
Q1
$56K Hold
331
0.01% 199
2017
Q4
$67K Hold
331
0.01% 197
2017
Q3
$62K Hold
331
0.01% 204
2017
Q2
$55K Hold
331
0.01% 216
2017
Q1
$49K Hold
331
0.01% 233
2016
Q4
$44K Hold
331
0.01% 216
2016
Q3
$43K Hold
331
0.01% 215
2016
Q2
$42K Hold
331
0.01% 237
2016
Q1
$45K Hold
331
0.01% 196
2015
Q4
$48K Hold
331
0.01% 176
2015
Q3
$45K Hold
331
0.01% 189
2015
Q2
$54K Hold
331
0.01% 177
2015
Q1
$43K Hold
331
0.01% 197
2014
Q4
$34K Hold
331
0.01% 203
2014
Q3
$28K Hold
331
0.01% 220
2014
Q2
$28K Hold
331
0.01% 216
2014
Q1
$28K Hold
331
0.01% 227
2013
Q4
$28K Hold
331
0.01% 202
2013
Q3
$28K Hold
331
0.02% 212
2013
Q2
$28K Buy
+331
New +$28K 0.02% 191