Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.7K Sell
1,023
-5
-0.5% -$355 0.02% 141
2025
Q1
$65.3K Buy
1,028
+8
+0.8% +$508 0.02% 145
2024
Q4
$76.1K Hold
1,020
0.02% 122
2024
Q3
$90.2K Buy
1,020
+6
+0.6% +$530 0.02% 125
2024
Q2
$76.4K Buy
1,014
+7
+0.7% +$528 0.02% 120
2024
Q1
$94.6K Sell
1,007
-461
-31% -$43.3K 0.03% 111
2023
Q4
$159K Hold
1,468
0.05% 101
2023
Q3
$140K Hold
1,468
0.05% 102
2023
Q2
$162K Hold
1,468
0.06% 97
2023
Q1
$180K Hold
1,468
0.07% 94
2022
Q4
$172K Hold
1,468
0.07% 92
2022
Q3
$122K Hold
1,468
0.05% 100
2022
Q2
$150K Hold
1,468
0.06% 91
2022
Q1
$198K Hold
1,468
0.06% 96
2021
Q4
$245K Hold
1,468
0.07% 94
2021
Q3
$213K Hold
1,468
0.06% 93
2021
Q2
$227K Hold
1,468
0.06% 92
2021
Q1
$195K Hold
1,468
0.06% 92
2020
Q4
$208K Sell
1,468
-5,087
-78% -$721K 0.06% 81
2020
Q3
$383K Buy
6,555
+5,087
+347% +$297K 0.16% 46
2020
Q2
$143K Hold
1,468
0.06% 68
2020
Q1
$121K Sell
1,468
-844
-37% -$69.6K 0.08% 61
2019
Q4
$234K Hold
2,312
0.09% 58
2019
Q3
$217K Sell
2,312
-56
-2% -$5.26K 0.11% 53
2019
Q2
$199K Sell
2,368
-236
-9% -$19.8K 0.11% 56
2019
Q1
$219K Hold
2,604
0.15% 49
2018
Q4
$193K Hold
2,604
0.14% 52
2018
Q3
$220K Hold
2,604
0.11% 49
2018
Q2
$207K Sell
2,604
-64
-2% -$5.09K 0.09% 53
2018
Q1
$177K Sell
2,668
-352
-12% -$23.4K 0.07% 64
2017
Q4
$189K Hold
3,020
0.08% 64
2017
Q3
$157K Hold
3,020
0.07% 68
2017
Q2
$178K Buy
3,020
+1,200
+66% +$70.7K 0.08% 65
2017
Q1
$101K Hold
1,820
0.05% 84
2016
Q4
$93K Hold
1,820
0.05% 91
2016
Q3
$96K Hold
1,820
0.05% 87
2016
Q2
$100K Hold
1,820
0.05% 90
2016
Q1
$112K Hold
1,820
0.08% 67
2015
Q4
$114K Hold
1,820
0.06% 73
2015
Q3
$112K Hold
1,820
0.07% 64
2015
Q2
$98K Hold
1,820
0.05% 75
2015
Q1
$91K Hold
1,820
0.04% 80
2014
Q4
$87K Hold
1,820
0.04% 87
2014
Q3
$81K Buy
+1,820
New +$81K 0.05% 77