Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96K Buy
13
+4
+44% +$29.5K 0.01% 685
2025
Q1
$65.2K Buy
9
+4
+80% +$29K 0.01% 763
2024
Q4
$40.9K Hold
5
0.01% 667
2024
Q3
$49.1K Hold
5
0.01% 462
2024
Q2
$37.9K Buy
5
+1
+25% +$7.59K 0.01% 475
2024
Q1
$32.4K Hold
4
0.01% 367
2023
Q4
$28K Hold
4
0.01% 388
2023
Q3
$23.9K Hold
4
0.01% 428
2023
Q2
$25.4K Hold
4
0.01% 430
2023
Q1
$22.3K Hold
4
0.01% 455
2022
Q4
$18.5K Hold
4
0.01% 473
2022
Q3
$16K Hold
4
0.01% 496
2022
Q2
$16K Hold
4
0.01% 500
2022
Q1
$18K Hold
4
0.01% 499
2021
Q4
$24K Hold
4
0.01% 443
2021
Q3
$19K Hold
4
0.01% 491
2021
Q2
$20K Hold
4
0.01% 487
2021
Q1
$19K Hold
4
0.01% 578
2020
Q4
$16K Hold
4
0.01% 580
2020
Q3
$16K Hold
4
0.01% 502
2020
Q2
$13K Hold
4
0.01% 554
2020
Q1
$10K Buy
4
+1
+33% +$2.5K 0.01% 557
2019
Q4
$11K Hold
3
0.01% 665
2019
Q3
$11K Hold
3
0.01% 682
2019
Q2
$10K Sell
3
-4
-57% -$13.3K ﹤0.01% 757
2019
Q1
$19K Hold
7
0.01% 641
2018
Q4
$17K Hold
7
0.01% 608
2018
Q3
$17K Hold
7
0.01% 713
2018
Q2
$20K Hold
7
0.01% 621
2018
Q1
$19K Hold
7
0.01% 655
2017
Q4
$24K Hold
7
0.01% 574
2017
Q3
$19K Sell
7
-4
-36% -$10.9K 0.01% 615
2017
Q2
$26K Buy
11
+1
+10% +$2.36K 0.01% 483
2017
Q1
$21K Hold
10
0.01% 561
2016
Q4
$16K Sell
10
-1
-9% -$1.6K 0.01% 672
2016
Q3
$18K Hold
11
0.01% 604
2016
Q2
$19K Hold
11
0.01% 553
2016
Q1
$19K Hold
11
0.01% 540
2015
Q4
$18K Buy
+11
New +$18K 0.01% 534