Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$17.3K Buy
245
+10
+4% +$704 ﹤0.01% 760
2024
Q4
$17.5K Hold
235
﹤0.01% 773
2024
Q3
$17.5K Hold
235
﹤0.01% 769
2024
Q2
$14.1K Hold
235
﹤0.01% 823
2024
Q1
$15.3K Hold
235
﹤0.01% 791
2023
Q4
$21.5K Hold
235
﹤0.01% 696
2023
Q3
$16.6K Hold
235
﹤0.01% 737
2023
Q2
$15K Hold
235
﹤0.01% 765
2023
Q1
$15.5K Hold
235
﹤0.01% 742
2022
Q4
$9.57K Sell
235
-174
-43% -$7.08K ﹤0.01% 829
2022
Q3
$23K Buy
409
+50
+14% +$2.81K ﹤0.01% 648
2022
Q2
$29K Buy
359
+38
+12% +$3.07K ﹤0.01% 626
2022
Q1
$40K Sell
321
-85
-21% -$10.6K ﹤0.01% 580
2021
Q4
$92K Buy
406
+36
+10% +$8.16K ﹤0.01% 455
2021
Q3
$116K Sell
370
-70
-16% -$21.9K 0.01% 395
2021
Q2
$202K Hold
440
0.01% 336
2021
Q1
$144K Buy
440
+100
+29% +$32.7K 0.01% 351
2020
Q4
$112K Hold
340
0.01% 371
2020
Q3
$64K Hold
340
﹤0.01% 431
2020
Q2
$39K Buy
340
+140
+70% +$16.1K ﹤0.01% 491
2020
Q1
$17K Hold
200
﹤0.01% 597
2019
Q4
$27K Hold
200
﹤0.01% 564
2019
Q3
$20K Hold
200
﹤0.01% 630
2019
Q2
$18K Hold
200
﹤0.01% 628
2019
Q1
$13K Hold
200
﹤0.01% 647
2018
Q4
$6K Hold
200
﹤0.01% 709
2018
Q3
$15K Sell
200
-500
-71% -$37.5K ﹤0.01% 636
2018
Q2
$30K Buy
700
+500
+250% +$21.4K ﹤0.01% 528
2018
Q1
$6K Sell
200
-300
-60% -$9K ﹤0.01% 735
2017
Q4
$26K Buy
500
+300
+150% +$15.6K ﹤0.01% 553
2017
Q3
$5K Buy
+200
New +$5K ﹤0.01% 743