Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$15.7K Hold
115
﹤0.01% 774
2024
Q4
$17.6K Sell
115
-10
-8% -$1.53K ﹤0.01% 770
2024
Q3
$24.2K Hold
125
﹤0.01% 722
2024
Q2
$29K Hold
125
﹤0.01% 687
2024
Q1
$27K Buy
125
+10
+9% +$2.16K ﹤0.01% 698
2023
Q4
$29.8K Hold
115
﹤0.01% 653
2023
Q3
$29.6K Hold
115
﹤0.01% 640
2023
Q2
$32.8K Hold
115
﹤0.01% 627
2023
Q1
$32K Hold
115
﹤0.01% 614
2022
Q4
$31.8K Hold
115
﹤0.01% 606
2022
Q3
$31K Hold
115
﹤0.01% 587
2022
Q2
$23K Hold
115
﹤0.01% 666
2022
Q1
$24K Hold
115
﹤0.01% 668
2021
Q4
$28K Hold
115
﹤0.01% 691
2021
Q3
$33K Hold
115
﹤0.01% 651
2021
Q2
$40K Hold
115
﹤0.01% 623
2021
Q1
$32K Hold
115
﹤0.01% 592
2020
Q4
$28K Sell
115
-17
-13% -$4.14K ﹤0.01% 580
2020
Q3
$38K Buy
132
+8
+6% +$2.3K ﹤0.01% 503
2020
Q2
$33K Hold
124
﹤0.01% 518
2020
Q1
$39K Buy
124
+9
+8% +$2.83K ﹤0.01% 476
2019
Q4
$34K Sell
115
-50
-30% -$14.8K ﹤0.01% 523
2019
Q3
$39K Buy
165
+50
+43% +$11.8K ﹤0.01% 502
2019
Q2
$27K Hold
115
﹤0.01% 554
2019
Q1
$27K Sell
115
-25
-18% -$5.87K ﹤0.01% 528
2018
Q4
$42K Hold
140
﹤0.01% 467
2018
Q3
$49K Hold
140
﹤0.01% 467
2018
Q2
$41K Sell
140
-59
-30% -$17.3K ﹤0.01% 488
2018
Q1
$54K Sell
199
-9
-4% -$2.44K ﹤0.01% 465
2017
Q4
$67K Buy
208
+44
+27% +$14.2K 0.01% 405
2017
Q3
$52K Sell
164
-13
-7% -$4.12K 0.01% 438
2017
Q2
$49K Buy
177
+24
+16% +$6.64K ﹤0.01% 457
2017
Q1
$42K Sell
153
-44
-22% -$12.1K ﹤0.01% 475
2016
Q4
$56K Buy
197
+47
+31% +$13.4K 0.01% 427
2016
Q3
$47K Hold
150
0.01% 441
2016
Q2
$36K Hold
150
﹤0.01% 490
2016
Q1
$39K Hold
150
﹤0.01% 477
2015
Q4
$46K Sell
150
-40
-21% -$12.3K 0.01% 432
2015
Q3
$55K Sell
190
-95
-33% -$27.5K 0.01% 430
2015
Q2
$115K Buy
285
+10
+4% +$4.04K 0.01% 350
2015
Q1
$116K Sell
275
-28
-9% -$11.8K 0.01% 340
2014
Q4
$102K Buy
303
+29
+11% +$9.76K 0.01% 325
2014
Q3
$90K Hold
274
0.01% 340
2014
Q2
$86K Buy
274
+128
+88% +$40.2K 0.01% 351
2014
Q1
$45K Buy
146
+6
+4% +$1.85K 0.01% 387
2013
Q4
$39K Hold
140
0.01% 395
2013
Q3
$34K Sell
140
-40
-22% -$9.71K 0.01% 393
2013
Q2
$39K Buy
+180
New +$39K 0.01% 374