Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.72K Hold
14
﹤0.01% 488
2025
Q1
$4.23K Buy
14
+6
+75% +$1.81K ﹤0.01% 460
2024
Q4
$2.21K Hold
8
﹤0.01% 455
2024
Q3
$2.31K Hold
8
﹤0.01% 548
2024
Q2
$2.04K Hold
8
﹤0.01% 664
2024
Q1
$2.07K Hold
8
﹤0.01% 616
2023
Q4
$1.81K Hold
8
﹤0.01% 605
2023
Q3
$1.67K Hold
8
﹤0.01% 662
2023
Q2
$1.54K Sell
8
-41
-84% -$7.89K ﹤0.01% 701
2023
Q1
$9.52K Hold
49
﹤0.01% 469
2022
Q4
$10.8K Buy
+49
New +$10.8K ﹤0.01% 475
2022
Q2
Sell
-25
Closed -$5K 569
2022
Q1
$5K Hold
25
﹤0.01% 530
2021
Q4
$5K Hold
25
﹤0.01% 517
2021
Q3
$4K Sell
25
-109
-81% -$17.4K ﹤0.01% 555
2021
Q2
$21K Buy
134
+25
+23% +$3.92K ﹤0.01% 417
2021
Q1
$17K Sell
109
-27
-20% -$4.21K ﹤0.01% 427
2020
Q4
$21K Buy
136
+109
+404% +$16.8K ﹤0.01% 441
2020
Q3
$3K Hold
27
﹤0.01% 547
2020
Q2
$3K Sell
27
-1,100
-98% -$122K ﹤0.01% 506
2020
Q1
$126K Buy
1,127
+327
+41% +$36.6K 0.01% 235
2019
Q4
$125K Hold
800
0.01% 253
2019
Q3
$129K Sell
800
-394
-33% -$63.5K 0.01% 249
2019
Q2
$176K Buy
1,194
+310
+35% +$45.7K 0.02% 240
2019
Q1
$124K Sell
884
-114
-11% -$16K 0.01% 247
2018
Q4
$129K Sell
998
-94
-9% -$12.2K 0.01% 240
2018
Q3
$146K Buy
1,092
+116
+12% +$15.5K 0.01% 238
2018
Q2
$124K Sell
976
-168
-15% -$21.3K 0.01% 239
2018
Q1
$156K Buy
1,144
+110
+11% +$15K 0.02% 214
2017
Q4
$151K Buy
1,034
+58
+6% +$8.47K 0.02% 207
2017
Q3
$139K Sell
976
-208
-18% -$29.6K 0.01% 218
2017
Q2
$173K Buy
1,184
+300
+34% +$43.8K 0.02% 206
2017
Q1
$120K Hold
884
0.01% 216
2016
Q4
$117K Hold
884
0.01% 217
2016
Q3
$111K Sell
884
-31
-3% -$3.89K 0.01% 225
2016
Q2
$120K Buy
915
+31
+4% +$4.07K 0.01% 217
2016
Q1
$105K Buy
+884
New +$105K 0.01% 220