Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.1K Buy
713
+319
+81% +$23.8K ﹤0.01% 276
2025
Q1
$26.7K Buy
394
+191
+94% +$12.9K ﹤0.01% 306
2024
Q4
$12.6K Buy
203
+37
+22% +$2.29K ﹤0.01% 251
2024
Q3
$10.8K Hold
166
﹤0.01% 214
2024
Q2
$8.92K Sell
166
-165
-50% -$8.86K ﹤0.01% 236
2024
Q1
$17.5K Hold
331
﹤0.01% 217
2023
Q4
$14.4K Hold
331
﹤0.01% 251
2023
Q3
$14.6K Sell
331
-7
-2% -$309 ﹤0.01% 278
2023
Q2
$15.1K Hold
338
﹤0.01% 293
2023
Q1
$15K Hold
338
﹤0.01% 302
2022
Q4
$14K Buy
338
+7
+2% +$290 ﹤0.01% 256
2022
Q3
$12K Sell
331
-250
-43% -$9.06K ﹤0.01% 246
2022
Q2
$24K Hold
581
﹤0.01% 216
2022
Q1
$33K Hold
581
﹤0.01% 217
2021
Q4
$39K Hold
581
﹤0.01% 211
2021
Q3
$40K Hold
581
﹤0.01% 205
2021
Q2
$41K Hold
581
﹤0.01% 201
2021
Q1
$36K Hold
581
﹤0.01% 185
2020
Q4
$29K Hold
581
﹤0.01% 192
2020
Q3
$30K Hold
581
﹤0.01% 184
2020
Q2
$30K Sell
581
-71
-11% -$3.67K 0.01% 183
2020
Q1
$20K Buy
652
+71
+12% +$2.18K ﹤0.01% 209
2019
Q4
$21K Hold
581
﹤0.01% 202
2019
Q3
$23K Sell
581
-71
-11% -$2.81K ﹤0.01% 167
2019
Q2
$26K Hold
652
﹤0.01% 207
2019
Q1
$24K Hold
652
﹤0.01% 199
2018
Q4
$18K Hold
652
﹤0.01% 202
2018
Q3
$22K Hold
652
﹤0.01% 205
2018
Q2
$22K Hold
652
﹤0.01% 207
2018
Q1
$26K Sell
652
-415
-39% -$16.5K 0.01% 191
2017
Q4
$40K Buy
1,067
+972
+1,023% +$36.4K 0.01% 163
2017
Q3
$4K Hold
95
﹤0.01% 272
2017
Q2
$3K Hold
95
﹤0.01% 279
2017
Q1
$3K Hold
95
﹤0.01% 288
2016
Q4
$3K Sell
95
-811
-90% -$25.6K ﹤0.01% 296
2016
Q3
$30K Hold
906
0.01% 179
2016
Q2
$21K Sell
906
-74
-8% -$1.72K 0.01% 212
2016
Q1
$23K Buy
980
+616
+169% +$14.5K 0.01% 211
2015
Q4
$10K Hold
364
﹤0.01% 228
2015
Q3
$9K Sell
364
-501
-58% -$12.4K ﹤0.01% 225
2015
Q2
$22K Buy
865
+226
+35% +$5.75K 0.01% 204
2015
Q1
$16K Hold
639
﹤0.01% 207
2014
Q4
$15K Hold
639
0.01% 222
2014
Q3
$15K Hold
639
0.01% 229
2014
Q2
$13K Sell
639
-397
-38% -$8.08K ﹤0.01% 208
2014
Q1
$24K Hold
1,036
0.01% 168
2013
Q4
$24K Hold
1,036
0.01% 152
2013
Q3
$24K Buy
+1,036
New +$24K 0.01% 142