Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$832 Buy
+20
New +$832 ﹤0.01% 1368
2025
Q1
Sell
-9
Closed -$437 1436
2024
Q4
$437 Sell
9
-1
-10% -$49 ﹤0.01% 1302
2024
Q3
$658 Hold
10
﹤0.01% 1284
2024
Q2
$575 Buy
10
+3
+43% +$173 ﹤0.01% 1227
2024
Q1
$445 Buy
7
+3
+75% +$191 ﹤0.01% 1185
2023
Q4
$252 Buy
+4
New +$252 ﹤0.01% 1188
2023
Q3
Sell
-180
Closed -$18.8K 1166
2023
Q2
$18.8K Hold
180
﹤0.01% 864
2023
Q1
$22K Sell
180
-47
-21% -$5.74K ﹤0.01% 832
2022
Q4
$28.3K Buy
227
+47
+26% +$5.87K ﹤0.01% 778
2022
Q3
$19K Sell
180
-648
-78% -$68.4K ﹤0.01% 817
2022
Q2
$89K Buy
828
+648
+360% +$69.7K ﹤0.01% 584
2022
Q1
$24K Hold
180
﹤0.01% 786
2021
Q4
$20K Hold
180
﹤0.01% 807
2021
Q3
$16K Hold
180
﹤0.01% 868
2021
Q2
$19K Sell
180
-413
-70% -$43.6K ﹤0.01% 799
2021
Q1
$66K Hold
593
﹤0.01% 595
2020
Q4
$68K Hold
593
﹤0.01% 572
2020
Q3
$63K Hold
593
﹤0.01% 567
2020
Q2
$59K Hold
593
﹤0.01% 554
2020
Q1
$48K Hold
593
﹤0.01% 560
2019
Q4
$59K Sell
593
-521
-47% -$51.8K ﹤0.01% 571
2019
Q3
$98K Hold
1,114
0.01% 493
2019
Q2
$92K Sell
1,114
-42
-4% -$3.47K 0.01% 502
2019
Q1
$89K Sell
1,156
-177
-13% -$13.6K 0.01% 502
2018
Q4
$85K Hold
1,333
0.01% 489
2018
Q3
$101K Sell
1,333
-425
-24% -$32.2K 0.01% 491
2018
Q2
$136K Buy
1,758
+1,210
+221% +$93.6K 0.01% 437
2018
Q1
$36K Sell
548
-605
-52% -$39.7K ﹤0.01% 670
2017
Q4
$95K Hold
1,153
0.01% 480
2017
Q3
$89K Hold
1,153
0.01% 459
2017
Q2
$73K Hold
1,153
0.01% 479
2017
Q1
$70K Hold
1,153
0.01% 482
2016
Q4
$57K Hold
1,153
0.01% 504
2016
Q3
$48K Hold
1,153
0.01% 532
2016
Q2
$46K Hold
1,153
0.01% 532
2016
Q1
$40K Hold
1,153
﹤0.01% 555
2015
Q4
$39K Sell
1,153
-2,254
-66% -$76.2K ﹤0.01% 556
2015
Q3
$100K Sell
3,407
-249
-7% -$7.31K 0.01% 423
2015
Q2
$167K Sell
3,656
-461
-11% -$21.1K 0.02% 372
2015
Q1
$204K Sell
4,117
-493
-11% -$24.4K 0.02% 351
2014
Q4
$228K Sell
4,610
-2
-0% -$99 0.03% 341
2014
Q3
$229K Hold
4,612
0.03% 323
2014
Q2
$285K Hold
4,612
0.03% 294
2014
Q1
$307K Sell
4,612
-231
-5% -$15.4K 0.04% 286
2013
Q4
$317K Hold
4,843
0.04% 278
2013
Q3
$301K Buy
4,843
+3,459
+250% +$215K 0.04% 274
2013
Q2
$73K Buy
+1,384
New +$73K 0.01% 451