Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-23
Closed -$2.69K 991
2024
Q4
$2.69K Sell
23
-1
-4% -$117 ﹤0.01% 824
2024
Q3
$3.61K Hold
24
﹤0.01% 789
2024
Q2
$3.8K Hold
24
﹤0.01% 777
2024
Q1
$4.75K Buy
24
+1
+4% +$198 ﹤0.01% 729
2023
Q4
$4K Hold
23
﹤0.01% 706
2023
Q3
$3.6K Hold
23
﹤0.01% 694
2023
Q2
$3.77K Hold
23
﹤0.01% 655
2023
Q1
$3.55K Sell
23
-7
-23% -$1.08K ﹤0.01% 658
2022
Q4
$3.96K Buy
30
+7
+30% +$924 ﹤0.01% 620
2022
Q3
$2K Hold
23
﹤0.01% 691
2022
Q2
$2K Hold
23
﹤0.01% 637
2022
Q1
$3K Buy
+23
New +$3K ﹤0.01% 608
2021
Q4
Sell
-23
Closed -$2K 471
2021
Q3
$2K Buy
+23
New +$2K ﹤0.01% 627
2017
Q1
Sell
-130
Closed -$8K 473
2016
Q4
$8K Hold
130
﹤0.01% 338
2016
Q3
$6K Sell
130
-180
-58% -$8.31K ﹤0.01% 364
2016
Q2
$15K Buy
310
+2
+0.6% +$97 ﹤0.01% 318
2016
Q1
$15K Buy
308
+2
+0.7% +$97 ﹤0.01% 282
2015
Q4
$12K Buy
306
+1
+0.3% +$39 ﹤0.01% 308
2015
Q3
$11K Buy
305
+2
+0.7% +$72 ﹤0.01% 309
2015
Q2
$13K Buy
303
+131
+76% +$5.62K ﹤0.01% 299
2015
Q1
$8K Buy
172
+1
+0.6% +$47 ﹤0.01% 342
2014
Q4
$8K Buy
171
+1
+0.6% +$47 ﹤0.01% 329
2014
Q3
$9K Buy
170
+2
+1% +$106 ﹤0.01% 327
2014
Q2
$9K Buy
168
+1
+0.6% +$54 ﹤0.01% 326
2014
Q1
$8K Buy
167
+1
+0.6% +$48 ﹤0.01% 328
2013
Q4
$8K Buy
+166
New +$8K ﹤0.01% 301