Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
2,554
+1
+0% +$74 0.06% 58
2025
Q1
$173K Hold
2,553
0.05% 62
2024
Q4
$158K Buy
2,553
+1
+0% +$62 0.05% 66
2024
Q3
$166K Sell
2,552
-774
-23% -$50.4K 0.05% 68
2024
Q2
$179K Hold
3,326
0.06% 62
2024
Q1
$176K Buy
3,326
+1
+0% +$53 0.06% 66
2023
Q4
$145K Buy
3,325
+1
+0% +$44 0.05% 71
2023
Q3
$147K Buy
3,324
+2
+0.1% +$88 0.07% 67
2023
Q2
$147K Hold
3,322
0.08% 67
2023
Q1
$147K Buy
3,322
+1
+0% +$44 0.08% 67
2022
Q4
$138K Buy
3,321
+1,125
+51% +$46.7K 0.08% 71
2022
Q3
$81K Buy
2,196
+776
+55% +$28.6K 0.11% 89
2022
Q2
$59K Sell
1,420
-556
-28% -$23.1K 0.07% 107
2022
Q1
$113K Buy
1,976
+775
+65% +$44.3K 0.13% 85
2021
Q4
$80K Hold
1,201
0.09% 103
2021
Q3
$84K Buy
1,201
+1
+0.1% +$70 0.1% 94
2021
Q2
$84K Buy
1,200
+100
+9% +$7K 0.1% 90
2021
Q1
$67K Hold
1,100
0.1% 96
2020
Q4
$55K Buy
1,100
+600
+120% +$30K 0.09% 104
2020
Q3
$26K Hold
500
0.05% 128
2020
Q2
$26K Buy
+500
New +$26K 0.06% 111
2018
Q3
Sell
-24
Closed -$1K 292
2018
Q2
$1K Hold
24
﹤0.01% 268
2018
Q1
$1K Hold
24
﹤0.01% 234
2017
Q4
$1K Hold
24
﹤0.01% 225
2017
Q3
$1K Hold
24
﹤0.01% 230
2017
Q2
$1K Hold
24
﹤0.01% 207
2017
Q1
$1K Hold
24
﹤0.01% 207
2016
Q4
$1K Hold
24
0.01% 211
2016
Q3
$1K Hold
24
0.01% 211
2016
Q2
$1K Hold
24
0.01% 209
2016
Q1
$1K Hold
24
0.01% 221
2015
Q4
$1K Hold
24
0.01% 219
2015
Q3
$1K Sell
24
-33
-58% -$1.38K 0.01% 228
2015
Q2
$1K Hold
57
0.01% 229
2015
Q1
$1K Hold
57
0.01% 221
2014
Q4
$1K Hold
57
0.01% 224
2014
Q3
$1K Buy
+57
New +$1K 0.01% 210