Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$56.1K Hold
209
﹤0.01% 551
2024
Q4
$51.5K Hold
209
﹤0.01% 577
2024
Q3
$47.9K Hold
209
﹤0.01% 595
2024
Q2
$42.2K Hold
209
﹤0.01% 620
2024
Q1
$40.8K Sell
209
-116
-36% -$22.6K ﹤0.01% 625
2023
Q4
$50.2K Hold
325
﹤0.01% 561
2023
Q3
$42K Sell
325
-52
-14% -$6.73K ﹤0.01% 574
2023
Q2
$51.6K Buy
377
+52
+16% +$7.11K ﹤0.01% 542
2023
Q1
$41.1K Buy
325
+109
+50% +$13.8K ﹤0.01% 567
2022
Q4
$22.3K Hold
216
﹤0.01% 675
2022
Q3
$18K Hold
216
﹤0.01% 698
2022
Q2
$20K Hold
216
﹤0.01% 699
2022
Q1
$24K Hold
216
﹤0.01% 678
2021
Q4
$30K Hold
216
﹤0.01% 678
2021
Q3
$29K Hold
216
﹤0.01% 683
2021
Q2
$30K Hold
216
﹤0.01% 690
2021
Q1
$27K Hold
216
﹤0.01% 623
2020
Q4
$28K Sell
216
-100
-32% -$13K ﹤0.01% 586
2020
Q3
$50K Hold
316
﹤0.01% 458
2020
Q2
$44K Hold
316
﹤0.01% 474
2020
Q1
$35K Sell
316
-21
-6% -$2.33K ﹤0.01% 491
2019
Q4
$45K Hold
337
﹤0.01% 488
2019
Q3
$39K Hold
337
﹤0.01% 509
2019
Q2
$47K Buy
337
+216
+179% +$30.1K ﹤0.01% 474
2019
Q1
$14K Hold
121
﹤0.01% 636
2018
Q4
$12K Sell
121
-669
-85% -$66.3K ﹤0.01% 645
2018
Q3
$97K Buy
790
+121
+18% +$14.9K 0.01% 379
2018
Q2
$77K Sell
669
-223
-25% -$25.7K 0.01% 409
2018
Q1
$94K Buy
892
+669
+300% +$70.5K 0.01% 380
2017
Q4
$25K Buy
223
+43
+24% +$4.82K ﹤0.01% 562
2017
Q3
$20K Buy
+180
New +$20K ﹤0.01% 574
2016
Q1
Sell
-113
Closed -$9K 966
2015
Q4
$9K Hold
113
﹤0.01% 675
2015
Q3
$7K Hold
113
﹤0.01% 721
2015
Q2
$8K Buy
+113
New +$8K ﹤0.01% 737
2015
Q1
Sell
-32
Closed -$2K 929
2014
Q4
$2K Hold
32
﹤0.01% 772
2014
Q3
$2K Hold
32
﹤0.01% 750
2014
Q2
$2K Sell
32
-122
-79% -$7.63K ﹤0.01% 764
2014
Q1
$13K Buy
+154
New +$13K ﹤0.01% 546
2013
Q4
Sell
-175
Closed -$13K 690
2013
Q3
$13K Sell
175
-175
-50% -$13K ﹤0.01% 523
2013
Q2
$25K Buy
+350
New +$25K ﹤0.01% 418