Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.2K Sell
176
-1
-0.6% -$103 ﹤0.01% 1025
2025
Q1
$16.4K Buy
177
+20
+13% +$1.85K ﹤0.01% 1016
2024
Q4
$14.7K Buy
157
+14
+10% +$1.31K ﹤0.01% 999
2024
Q3
$14K Buy
143
+40
+39% +$3.91K ﹤0.01% 999
2024
Q2
$10.1K Sell
103
-68
-40% -$6.66K ﹤0.01% 994
2024
Q1
$21K Buy
171
+36
+27% +$4.43K ﹤0.01% 847
2023
Q4
$16.4K Buy
135
+55
+69% +$6.68K ﹤0.01% 882
2023
Q3
$9.46K Hold
80
﹤0.01% 920
2023
Q2
$10.5K Hold
80
﹤0.01% 947
2023
Q1
$10.8K Sell
80
-625
-89% -$84.5K ﹤0.01% 945
2022
Q4
$97.8K Hold
705
﹤0.01% 567
2022
Q3
$68K Hold
705
﹤0.01% 620
2022
Q2
$70K Buy
705
+146
+26% +$14.5K ﹤0.01% 611
2022
Q1
$82K Hold
559
﹤0.01% 598
2021
Q4
$65K Hold
559
﹤0.01% 633
2021
Q3
$68K Buy
+559
New +$68K ﹤0.01% 623
2018
Q2
Sell
-189
Closed -$12K 961
2018
Q1
$12K Hold
189
﹤0.01% 818
2017
Q4
$14K Hold
189
﹤0.01% 762
2017
Q3
$14K Buy
+189
New +$14K ﹤0.01% 744
2017
Q2
Sell
-887
Closed -$53K 908
2017
Q1
$53K Sell
887
-317
-26% -$18.9K 0.01% 516
2016
Q4
$70K Hold
1,204
0.01% 477
2016
Q3
$59K Hold
1,204
0.01% 498
2016
Q2
$57K Hold
1,204
0.01% 500
2016
Q1
$60K Hold
1,204
0.01% 497
2015
Q4
$55K Hold
1,204
0.01% 494
2015
Q3
$56K Sell
1,204
-366
-23% -$17K 0.01% 497
2015
Q2
$89K Sell
1,570
-624
-28% -$35.4K 0.01% 460
2015
Q1
$105K Hold
2,194
0.01% 434
2014
Q4
$99K Buy
2,194
+1,341
+157% +$60.5K 0.01% 436
2014
Q3
$39K Hold
853
﹤0.01% 579
2014
Q2
$48K Hold
853
0.01% 556
2014
Q1
$47K Hold
853
0.01% 563
2013
Q4
$50K Hold
853
0.01% 535
2013
Q3
$52K Hold
853
0.01% 503
2013
Q2
$43K Buy
+853
New +$43K 0.01% 527