Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390 Hold
74
﹤0.01% 655
2025
Q1
$357 Hold
74
﹤0.01% 559
2024
Q4
$624 Hold
74
﹤0.01% 562
2024
Q3
$768 Hold
74
﹤0.01% 574
2024
Q2
$860 Hold
74
﹤0.01% 602
2024
Q1
$1.33K Hold
74
﹤0.01% 601
2023
Q4
$1.36K Hold
74
﹤0.01% 563
2023
Q3
$1.16K Buy
74
+25
+51% +$392 ﹤0.01% 546
2023
Q2
$730 Hold
49
﹤0.01% 543
2023
Q1
$755 Hold
49
﹤0.01% 554
2022
Q4
$1K Hold
49
﹤0.01% 529
2022
Q3
$1K Hold
49
﹤0.01% 530
2022
Q2
$1K Hold
49
﹤0.01% 527
2022
Q1
$1K Hold
49
﹤0.01% 533
2021
Q4
$1K Hold
49
﹤0.01% 539
2021
Q3
$1K Hold
49
﹤0.01% 533
2021
Q2
$1K Hold
49
﹤0.01% 518
2021
Q1
$1K Hold
49
﹤0.01% 537
2020
Q4
$1K Hold
49
﹤0.01% 529
2020
Q3
$1K Hold
49
﹤0.01% 510
2020
Q2
$1K Hold
49
﹤0.01% 502
2020
Q1
$1K Hold
49
﹤0.01% 498
2019
Q4
$2K Buy
+49
New +$2K ﹤0.01% 512
2019
Q3
Sell
-49
Closed -$2K 521
2019
Q2
$2K Hold
49
﹤0.01% 489
2019
Q1
$2K Hold
49
﹤0.01% 491
2018
Q4
$1K Hold
49
﹤0.01% 495
2018
Q3
$1K Hold
49
﹤0.01% 510
2018
Q2
$1K Hold
49
﹤0.01% 493
2018
Q1
$1K Hold
49
﹤0.01% 529
2017
Q4
$1K Hold
49
﹤0.01% 556
2017
Q3
$2K Buy
+49
New +$2K ﹤0.01% 519
2016
Q2
Sell
-3,870
Closed -$114K 219
2016
Q1
$114K Hold
3,870
0.02% 202
2015
Q4
$108K Buy
3,870
+75
+2% +$2.09K 0.02% 209
2015
Q3
$97K Hold
3,795
0.02% 189
2015
Q2
$106K Sell
3,795
-30
-0.8% -$838 0.02% 186
2015
Q1
$130K Buy
3,825
+30
+0.8% +$1.02K 0.02% 187
2014
Q4
$139K Hold
3,795
0.02% 195
2014
Q3
$132K Hold
3,795
0.02% 191
2014
Q2
$124K Hold
3,795
0.02% 189
2014
Q1
$113K Hold
3,795
0.02% 209
2013
Q4
$122K Hold
3,795
0.02% 208
2013
Q3
$103K Hold
3,795
0.02% 199
2013
Q2
$91K Buy
+3,795
New +$91K 0.01% 216