Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61K Sell
227
-1,145
-83% -$8.13K ﹤0.01% 3892
2025
Q1
$12K Buy
1,372
+681
+99% +$5.96K ﹤0.01% 3362
2024
Q4
$8.74K Sell
691
-65
-9% -$822 ﹤0.01% 3462
2024
Q3
$8.48K Buy
756
+109
+17% +$1.22K ﹤0.01% 3411
2024
Q2
$8.3K Buy
647
+23
+4% +$295 ﹤0.01% 3363
2024
Q1
$9.75K Sell
624
-356
-36% -$5.56K ﹤0.01% 3328
2023
Q4
$16.2K Buy
980
+443
+82% +$7.3K ﹤0.01% 3134
2023
Q3
$6.48K Buy
537
+190
+55% +$2.29K ﹤0.01% 3327
2023
Q2
$4.94K Buy
347
+16
+5% +$228 ﹤0.01% 3454
2023
Q1
$5.12K Hold
331
﹤0.01% 3499
2022
Q4
$5.77K Buy
331
+52
+19% +$907 ﹤0.01% 3452
2022
Q3
$4K Buy
279
+113
+68% +$1.62K ﹤0.01% 3623
2022
Q2
$2K Buy
166
+93
+127% +$1.12K ﹤0.01% 3767
2022
Q1
$1K Buy
73
+35
+92% +$479 ﹤0.01% 3870
2021
Q4
$1K Buy
+38
New +$1K ﹤0.01% 3923
2021
Q2
Sell
-292
Closed -$5K 3956
2021
Q1
$5K Buy
292
+94
+47% +$1.61K ﹤0.01% 3455
2020
Q4
$3K Sell
198
-191
-49% -$2.89K ﹤0.01% 3454
2020
Q3
$5K Hold
389
﹤0.01% 3219
2020
Q2
$6K Hold
389
﹤0.01% 3162
2020
Q1
$5K Sell
389
-72
-16% -$925 ﹤0.01% 3163
2019
Q4
$10K Hold
461
﹤0.01% 3048
2019
Q3
$9K Sell
461
-3
-0.6% -$59 ﹤0.01% 3069
2019
Q2
$8K Sell
464
-70
-13% -$1.21K ﹤0.01% 3149
2019
Q1
$10K Buy
534
+70
+15% +$1.31K ﹤0.01% 3050
2018
Q4
$8K Hold
464
﹤0.01% 3078
2018
Q3
$9K Hold
464
﹤0.01% 3142
2018
Q2
$9K Hold
464
﹤0.01% 3160
2018
Q1
$7K Sell
464
-458
-50% -$6.91K ﹤0.01% 3238
2017
Q4
$15K Sell
922
-36
-4% -$586 ﹤0.01% 3014
2017
Q3
$17K Buy
958
+569
+146% +$10.1K ﹤0.01% 2945
2017
Q2
$7K Hold
389
﹤0.01% 3127
2017
Q1
$7K Hold
389
﹤0.01% 3117
2016
Q4
$9K Hold
389
﹤0.01% 3041
2016
Q3
$7K Hold
389
﹤0.01% 3072
2016
Q2
$6K Hold
389
﹤0.01% 3115
2016
Q1
$6K Buy
389
+198
+104% +$3.05K ﹤0.01% 3109
2015
Q4
$3K Buy
+191
New +$3K ﹤0.01% 3335
2014
Q1
Sell
-1,641
Closed -$40K 3462
2013
Q4
$40K Hold
1,641
﹤0.01% 2508
2013
Q3
$30K Hold
1,641
﹤0.01% 2523
2013
Q2
$39K Buy
+1,641
New +$39K ﹤0.01% 2403