Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Hold
59
﹤0.01% 971
2025
Q1
$5K Sell
59
-52
-47% -$4.41K ﹤0.01% 974
2024
Q4
$8K Sell
111
-18
-14% -$1.3K ﹤0.01% 912
2024
Q3
$13K Hold
129
﹤0.01% 800
2024
Q2
$13K Hold
129
﹤0.01% 779
2024
Q1
$13K Sell
129
-18
-12% -$1.81K ﹤0.01% 799
2023
Q4
$15K Sell
147
-30
-17% -$3.06K ﹤0.01% 767
2023
Q3
$18K Hold
177
﹤0.01% 700
2023
Q2
$18K Hold
177
﹤0.01% 712
2023
Q1
$18K Hold
177
﹤0.01% 686
2022
Q4
$17K Hold
177
﹤0.01% 678
2022
Q3
$13K Hold
177
﹤0.01% 724
2022
Q2
$18K Hold
177
﹤0.01% 686
2022
Q1
$23K Hold
177
﹤0.01% 672
2021
Q4
$29K Hold
177
﹤0.01% 650
2021
Q3
$30K Hold
177
﹤0.01% 642
2021
Q2
$35K Hold
177
﹤0.01% 609
2021
Q1
$32K Hold
177
﹤0.01% 623
2020
Q4
$29K Buy
177
+18
+11% +$2.95K ﹤0.01% 610
2020
Q3
$21K Buy
159
+59
+59% +$7.79K ﹤0.01% 626
2020
Q2
$11K Buy
100
+48
+92% +$5.28K ﹤0.01% 728
2020
Q1
$4K Hold
52
﹤0.01% 816
2019
Q4
$6K Hold
52
﹤0.01% 773
2019
Q3
$4K Hold
52
﹤0.01% 875
2019
Q2
$3K Hold
52
﹤0.01% 905
2019
Q1
$4K Hold
52
﹤0.01% 808
2018
Q4
$3K Hold
52
﹤0.01% 842
2018
Q3
$4K Hold
52
﹤0.01% 857
2018
Q2
$4K Hold
52
﹤0.01% 868
2018
Q1
$4K Sell
52
-25
-32% -$1.92K ﹤0.01% 873
2017
Q4
$5K Buy
+77
New +$5K ﹤0.01% 860
2016
Q1
Sell
-105
Closed -$5K 831
2015
Q4
$5K Sell
105
-848
-89% -$40.4K ﹤0.01% 766
2015
Q3
$43K Hold
953
0.01% 508
2015
Q2
$77K Buy
+953
New +$77K 0.02% 443