Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-29
Closed -$1.38K 961
2024
Q4
$1.38K Hold
29
﹤0.01% 879
2024
Q3
$1.31K Hold
29
﹤0.01% 879
2024
Q2
$1.13K Sell
29
-595
-95% -$23.1K ﹤0.01% 901
2024
Q1
$20.6K Hold
624
﹤0.01% 526
2023
Q4
$19K Sell
624
-275
-31% -$8.37K ﹤0.01% 508
2023
Q3
$27.4K Buy
899
+275
+44% +$8.38K ﹤0.01% 440
2023
Q2
$21.9K Buy
624
+595
+2,052% +$20.8K ﹤0.01% 467
2023
Q1
$1.02K Hold
29
﹤0.01% 763
2022
Q4
$926 Hold
29
﹤0.01% 750
2022
Q3
$1K Sell
29
-510
-95% -$17.6K ﹤0.01% 744
2022
Q2
$17K Buy
539
+510
+1,759% +$16.1K ﹤0.01% 457
2022
Q1
$1K Buy
+29
New +$1K ﹤0.01% 710
2021
Q4
Sell
-29
Closed -$1K 295
2021
Q3
$1K Sell
29
-158
-84% -$5.45K ﹤0.01% 688
2021
Q2
$8K Hold
187
﹤0.01% 461
2021
Q1
$8K Hold
187
﹤0.01% 432
2020
Q4
$7K Hold
187
﹤0.01% 400
2020
Q3
$6K Hold
187
﹤0.01% 406
2020
Q2
$5K Hold
187
﹤0.01% 407
2020
Q1
$4K Hold
187
﹤0.01% 411
2019
Q4
$5K Hold
187
﹤0.01% 396
2019
Q3
$5K Hold
187
﹤0.01% 391
2019
Q2
$6K Hold
187
﹤0.01% 376
2019
Q1
$6K Hold
187
﹤0.01% 371
2018
Q4
$6K Buy
187
+2
+1% +$64 ﹤0.01% 385
2018
Q3
$7K Buy
185
+2
+1% +$76 ﹤0.01% 375
2018
Q2
$5K Buy
183
+1
+0.5% +$27 ﹤0.01% 377
2018
Q1
$5K Hold
182
﹤0.01% 376
2017
Q4
$6K Buy
182
+2
+1% +$66 ﹤0.01% 361
2017
Q3
$5K Sell
180
-1,000
-85% -$27.8K ﹤0.01% 390
2017
Q2
$35K Buy
1,180
+1,001
+559% +$29.7K 0.01% 257
2017
Q1
$5K Buy
179
+1
+0.6% +$28 ﹤0.01% 386
2016
Q4
$4K Buy
178
+1
+0.6% +$22 ﹤0.01% 377
2016
Q3
$4K Sell
177
-106
-37% -$2.4K ﹤0.01% 384
2016
Q2
$6K Buy
283
+109
+63% +$2.31K ﹤0.01% 392
2016
Q1
$4K Hold
174
﹤0.01% 384
2015
Q4
$3K Buy
174
+2
+1% +$34 ﹤0.01% 408
2015
Q3
$3K Buy
172
+1
+0.6% +$17 ﹤0.01% 396
2015
Q2
$3K Buy
171
+1
+0.6% +$18 ﹤0.01% 408
2015
Q1
$4K Hold
170
﹤0.01% 383
2014
Q4
$4K Buy
170
+2
+1% +$47 ﹤0.01% 372
2014
Q3
$4K Hold
168
﹤0.01% 389
2014
Q2
$3K Buy
168
+1
+0.6% +$18 ﹤0.01% 381
2014
Q1
$3K Hold
167
﹤0.01% 379
2013
Q4
$3K Buy
167
+2
+1% +$36 ﹤0.01% 366
2013
Q3
$3K Buy
165
+1
+0.6% +$18 ﹤0.01% 358
2013
Q2
$3K Buy
+164
New +$3K ﹤0.01% 277