Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$58.6K Sell
865
-53
-6% -$3.59K ﹤0.01% 545
2024
Q4
$56.9K Buy
918
+2
+0.2% +$124 ﹤0.01% 554
2024
Q3
$59.6K Buy
916
+3
+0.3% +$195 ﹤0.01% 552
2024
Q2
$49.1K Buy
913
+3
+0.3% +$161 ﹤0.01% 595
2024
Q1
$48K Buy
910
+535
+143% +$28.2K ﹤0.01% 583
2023
Q4
$16.4K Hold
375
﹤0.01% 743
2023
Q3
$16.5K Hold
375
﹤0.01% 741
2023
Q2
$16.8K Hold
375
﹤0.01% 746
2023
Q1
$16.6K Hold
375
﹤0.01% 731
2022
Q4
$15.6K Hold
375
﹤0.01% 741
2022
Q3
$14K Hold
375
﹤0.01% 735
2022
Q2
$16K Hold
375
﹤0.01% 735
2022
Q1
$21K Hold
375
﹤0.01% 698
2021
Q4
$25K Hold
375
﹤0.01% 711
2021
Q3
$26K Hold
375
﹤0.01% 706
2021
Q2
$26K Sell
375
-50
-12% -$3.47K ﹤0.01% 716
2021
Q1
$26K Hold
425
﹤0.01% 625
2020
Q4
$21K Sell
425
-22
-5% -$1.09K ﹤0.01% 624
2020
Q3
$23K Sell
447
-59
-12% -$3.04K ﹤0.01% 582
2020
Q2
$27K Hold
506
﹤0.01% 553
2020
Q1
$15K Buy
506
+81
+19% +$2.4K ﹤0.01% 611
2019
Q4
$15K Hold
425
﹤0.01% 662
2019
Q3
$17K Hold
425
﹤0.01% 647
2019
Q2
$17K Hold
425
﹤0.01% 637
2019
Q1
$16K Hold
425
﹤0.01% 616
2018
Q4
$12K Hold
425
﹤0.01% 642
2018
Q3
$14K Hold
425
﹤0.01% 641
2018
Q2
$15K Sell
425
-20
-4% -$706 ﹤0.01% 620
2018
Q1
$18K Buy
+445
New +$18K ﹤0.01% 613
2017
Q3
Sell
-266
Closed -$9K 818
2017
Q2
$9K Hold
266
﹤0.01% 701
2017
Q1
$9K Hold
266
﹤0.01% 698
2016
Q4
$8K Hold
266
﹤0.01% 688
2016
Q3
$9K Hold
266
﹤0.01% 662
2016
Q2
$6K Hold
266
﹤0.01% 746
2016
Q1
$6K Hold
266
﹤0.01% 769
2015
Q4
$7K Sell
266
-1,563
-85% -$41.1K ﹤0.01% 718
2015
Q3
$44K Sell
1,829
-2,695
-60% -$64.8K 0.01% 454
2015
Q2
$115K Buy
4,524
+625
+16% +$15.9K 0.01% 351
2015
Q1
$95K Buy
3,899
+1,188
+44% +$28.9K 0.01% 364
2014
Q4
$64K Buy
2,711
+109
+4% +$2.57K 0.01% 386
2014
Q3
$62K Hold
2,602
0.01% 385
2014
Q2
$54K Sell
2,602
-97
-4% -$2.01K 0.01% 411
2014
Q1
$63K Buy
+2,699
New +$63K 0.01% 345