Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$916 Hold
185
﹤0.01% 5854
2025
Q1
$796 Buy
185
+10
+6% +$43 ﹤0.01% 5782
2024
Q4
$748 Hold
175
﹤0.01% 5779
2024
Q3
$1.06K Hold
175
﹤0.01% 5708
2024
Q2
$1.01K Hold
175
﹤0.01% 5710
2024
Q1
$1.13K Hold
175
﹤0.01% 5731
2023
Q4
$812 Sell
175
-150
-46% -$696 ﹤0.01% 5831
2023
Q3
$1.56K Buy
325
+25
+8% +$120 ﹤0.01% 5755
2023
Q2
$1.93K Buy
300
+50
+20% +$321 ﹤0.01% 5902
2023
Q1
$2.04K Buy
250
+125
+100% +$1.02K ﹤0.01% 5897
2022
Q4
$940 Hold
125
﹤0.01% 5877
2022
Q3
$1K Sell
125
-250
-67% -$2K ﹤0.01% 6097
2022
Q2
$4K Sell
375
-625
-63% -$6.67K ﹤0.01% 5810
2022
Q1
$17K Buy
1,000
+125
+14% +$2.13K ﹤0.01% 5737
2021
Q4
$10K Buy
875
+125
+17% +$1.43K ﹤0.01% 6004
2021
Q3
$16K Sell
750
-125
-14% -$2.67K ﹤0.01% 5725
2021
Q2
$28K Buy
875
+123
+16% +$3.94K ﹤0.01% 5452
2021
Q1
$29K Sell
752
-474
-39% -$18.3K ﹤0.01% 5689
2020
Q4
$69K Buy
1,226
+976
+390% +$54.9K ﹤0.01% 5300
2020
Q3
$21K Buy
250
+62
+33% +$5.21K ﹤0.01% 5455
2020
Q2
$13K Buy
188
+150
+395% +$10.4K ﹤0.01% 5467
2020
Q1
$1K Hold
38
﹤0.01% 5738
2019
Q4
$1K Hold
38
﹤0.01% 5815
2019
Q3
$1K Hold
38
﹤0.01% 5804
2019
Q2
$2K Hold
38
﹤0.01% 5724
2019
Q1
$3K Buy
38
+8
+27% +$632 ﹤0.01% 5666
2018
Q4
$2K Buy
+30
New +$2K ﹤0.01% 5742
2018
Q1
Sell
-13
Closed -$1K 5974
2017
Q4
$1K Hold
13
﹤0.01% 5797
2017
Q3
$2K Hold
13
﹤0.01% 5745
2017
Q2
$1K Buy
+13
New +$1K ﹤0.01% 5727
2017
Q1
Sell
-13
Closed -$1K 5921
2016
Q4
$1K Hold
13
﹤0.01% 5747
2016
Q3
$2K Hold
13
﹤0.01% 5693
2016
Q2
$1K Hold
13
﹤0.01% 5691
2016
Q1
$2K Hold
13
﹤0.01% 5763
2015
Q4
$1K Hold
13
﹤0.01% 5785
2015
Q3
$2K Hold
13
﹤0.01% 5698
2015
Q2
$3K Hold
13
﹤0.01% 5818
2015
Q1
$3K Hold
13
﹤0.01% 5675
2014
Q4
$3K Hold
13
﹤0.01% 5703
2014
Q3
$3K Hold
13
﹤0.01% 5719
2014
Q2
$3K Hold
13
﹤0.01% 5686
2014
Q1
$4K Buy
+13
New +$4K ﹤0.01% 5409