Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$69.8K Sell
584
-384
-40% -$45.9K ﹤0.01% 519
2024
Q4
$112K Buy
968
+32
+3% +$3.71K ﹤0.01% 441
2024
Q3
$126K Hold
936
0.01% 429
2024
Q2
$127K Buy
936
+38
+4% +$5.15K 0.01% 420
2024
Q1
$116K Hold
898
0.01% 436
2023
Q4
$103K Hold
898
0.01% 448
2023
Q3
$81.7K Sell
898
-214
-19% -$19.5K ﹤0.01% 459
2023
Q2
$125K Buy
1,112
+549
+98% +$61.8K 0.01% 417
2023
Q1
$58.9K Hold
563
﹤0.01% 509
2022
Q4
$62.3K Hold
563
﹤0.01% 493
2022
Q3
$49K Hold
563
﹤0.01% 516
2022
Q2
$44K Buy
563
+150
+36% +$11.7K ﹤0.01% 541
2022
Q1
$35K Sell
413
-29
-7% -$2.46K ﹤0.01% 616
2021
Q4
$53K Hold
442
﹤0.01% 558
2021
Q3
$55K Hold
442
﹤0.01% 542
2021
Q2
$53K Buy
442
+29
+7% +$3.48K ﹤0.01% 555
2021
Q1
$43K Hold
413
﹤0.01% 536
2020
Q4
$42K Hold
413
﹤0.01% 518
2020
Q3
$35K Hold
413
﹤0.01% 517
2020
Q2
$27K Buy
413
+75
+22% +$4.9K ﹤0.01% 559
2020
Q1
$22K Sell
338
-222
-40% -$14.5K ﹤0.01% 567
2019
Q4
$44K Buy
560
+222
+66% +$17.4K ﹤0.01% 491
2019
Q3
$27K Hold
338
﹤0.01% 570
2019
Q2
$28K Hold
338
﹤0.01% 553
2019
Q1
$27K Buy
338
+170
+101% +$13.6K ﹤0.01% 534
2018
Q4
$11K Hold
168
﹤0.01% 659
2018
Q3
$13K Hold
168
﹤0.01% 654
2018
Q2
$11K Hold
168
﹤0.01% 659
2018
Q1
$13K Hold
168
﹤0.01% 660
2017
Q4
$11K Hold
168
﹤0.01% 676
2017
Q3
$10K Hold
168
﹤0.01% 685
2017
Q2
$9K Hold
168
﹤0.01% 709
2017
Q1
$9K Hold
168
﹤0.01% 709
2016
Q4
$8K Hold
168
﹤0.01% 695
2016
Q3
$9K Hold
168
﹤0.01% 669
2016
Q2
$8K Buy
168
+150
+833% +$7.14K ﹤0.01% 711
2016
Q1
$1K Hold
18
﹤0.01% 932
2015
Q4
$1K Hold
18
﹤0.01% 908
2015
Q3
$1K Buy
+18
New +$1K ﹤0.01% 933
2014
Q3
Sell
-228
Closed -$9K 815
2014
Q2
$9K Sell
228
-200
-47% -$7.9K ﹤0.01% 631
2014
Q1
$16K Hold
428
﹤0.01% 519
2013
Q4
$15K Hold
428
﹤0.01% 518
2013
Q3
$12K Hold
428
﹤0.01% 533
2013
Q2
$12K Buy
+428
New +$12K ﹤0.01% 510