Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.4K Hold
139
﹤0.01% 492
2025
Q1
$9.41K Buy
+139
New +$9.41K ﹤0.01% 520
2024
Q1
Sell
-833
Closed -$36.3K 692
2023
Q4
$36.3K Hold
833
﹤0.01% 358
2023
Q3
$36.7K Hold
833
﹤0.01% 333
2023
Q2
$37.2K Hold
833
﹤0.01% 341
2023
Q1
$37K Hold
833
﹤0.01% 330
2022
Q4
$34.5K Hold
833
﹤0.01% 325
2022
Q3
$31K Hold
833
﹤0.01% 349
2022
Q2
$35K Hold
833
﹤0.01% 335
2022
Q1
$48K Buy
+833
New +$48K ﹤0.01% 310
2021
Q2
Sell
-610
Closed -$37K 587
2021
Q1
$37K Sell
610
-24
-4% -$1.46K ﹤0.01% 343
2020
Q4
$32K Sell
634
-42
-6% -$2.12K ﹤0.01% 325
2020
Q3
$35K Sell
676
-31
-4% -$1.61K 0.01% 321
2020
Q2
$37K Hold
707
0.01% 302
2020
Q1
$21K Sell
707
-247
-26% -$7.34K ﹤0.01% 318
2019
Q4
$34K Hold
954
0.01% 325
2019
Q3
$38K Hold
954
0.01% 317
2019
Q2
$38K Sell
954
-42
-4% -$1.67K 0.01% 352
2019
Q1
$37K Sell
996
-359
-26% -$13.3K 0.01% 332
2018
Q4
$38K Hold
1,355
0.01% 319
2018
Q3
$45K Hold
1,355
0.01% 312
2018
Q2
$49K Hold
1,355
0.01% 299
2018
Q1
$51K Sell
1,355
-41
-3% -$1.54K 0.01% 277
2017
Q4
$49K Sell
1,396
-60
-4% -$2.11K 0.01% 287
2017
Q3
$53K Hold
1,456
0.01% 288
2017
Q2
$51K Buy
1,456
+247
+20% +$8.65K 0.01% 286
2017
Q1
$41K Hold
1,209
0.01% 296
2016
Q4
$34K Sell
1,209
-50
-4% -$1.41K 0.01% 307
2016
Q3
$41K Hold
1,259
0.01% 278
2016
Q2
$31K Buy
1,259
+125
+11% +$3.08K 0.01% 306
2016
Q1
$27K Buy
1,134
+1,000
+746% +$23.8K 0.01% 280
2015
Q4
$4K Buy
134
+60
+81% +$1.79K ﹤0.01% 426
2015
Q3
$2K Sell
74
-102
-58% -$2.76K ﹤0.01% 394
2015
Q2
$2K Hold
176
﹤0.01% 402
2015
Q1
$4K Hold
176
﹤0.01% 370
2014
Q4
$4K Buy
176
+57
+48% +$1.3K ﹤0.01% 366
2014
Q3
$3K Hold
119
﹤0.01% 359
2014
Q2
$3K Hold
119
﹤0.01% 361
2014
Q1
$3K Hold
119
﹤0.01% 364
2013
Q4
$3K Buy
+119
New +$3K ﹤0.01% 347