Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.9K Hold
576
﹤0.01% 230
2025
Q1
$36.6K Buy
576
+411
+249% +$26.1K ﹤0.01% 244
2024
Q4
$12.5K Hold
165
﹤0.01% 315
2024
Q3
$14.6K Hold
165
﹤0.01% 276
2024
Q2
$12.4K Hold
165
﹤0.01% 280
2024
Q1
$15.5K Hold
165
﹤0.01% 266
2023
Q4
$17.9K Hold
165
﹤0.01% 247
2023
Q3
$15.8K Hold
165
﹤0.01% 249
2023
Q2
$18.2K Sell
165
-800
-83% -$88.3K ﹤0.01% 244
2023
Q1
$118K Hold
965
0.02% 149
2022
Q4
$113K Hold
965
0.02% 154
2022
Q3
$80K Hold
965
0.02% 158
2022
Q2
$99K Hold
965
0.02% 150
2022
Q1
$130K Hold
965
0.03% 147
2021
Q4
$161K Hold
965
0.04% 121
2021
Q3
$140K Hold
965
0.04% 124
2021
Q2
$149K Sell
965
-13
-1% -$2.01K 0.1% 110
2021
Q1
$130K Sell
978
-23
-2% -$3.06K 0.09% 123
2020
Q4
$142K Buy
1,001
+36
+4% +$5.11K 0.11% 114
2020
Q3
$121K Hold
965
0.1% 126
2020
Q2
$95K Sell
965
-95
-9% -$9.35K 0.09% 124
2020
Q1
$88K Hold
1,060
0.1% 114
2019
Q4
$107K Hold
1,060
0.09% 113
2019
Q3
$100K Sell
1,060
-75
-7% -$7.08K 0.09% 112
2019
Q2
$95K Buy
1,135
+75
+7% +$6.28K 0.09% 113
2019
Q1
$89K Hold
1,060
0.05% 125
2018
Q4
$79K Hold
1,060
0.04% 123
2018
Q3
$90K Hold
1,060
0.04% 125
2018
Q2
$84K Sell
1,060
-130
-11% -$10.3K 0.04% 130
2018
Q1
$79K Sell
1,190
-285
-19% -$18.9K 0.03% 132
2017
Q4
$92K Buy
1,475
+200
+16% +$12.5K 0.04% 121
2017
Q3
$66K Hold
1,275
0.04% 127
2017
Q2
$75K Sell
1,275
-355
-22% -$20.9K 0.03% 131
2017
Q1
$91K Buy
1,630
+95
+6% +$5.3K 0.04% 136
2016
Q4
$78K Hold
1,535
0.04% 141
2016
Q3
$81K Hold
1,535
0.04% 147
2016
Q2
$85K Hold
1,535
0.03% 147
2016
Q1
$94K Buy
1,535
+125
+9% +$7.66K 0.04% 134
2015
Q4
$88.1K Sell
1,410
-460
-25% -$28.8K 0.04% 130
2015
Q3
$115K Buy
1,870
+50
+3% +$3.08K 0.07% 111
2015
Q2
$98K Buy
1,820
+540
+42% +$29.1K 0.06% 146
2015
Q1
$64K Buy
+1,280
New +$64K 0.04% 148