Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.4K Hold
225
﹤0.01% 1060
2025
Q1
$14.5K Hold
225
﹤0.01% 1048
2024
Q4
$23.8K Hold
225
﹤0.01% 907
2024
Q3
$22.7K Hold
225
﹤0.01% 911
2024
Q2
$23.8K Hold
225
﹤0.01% 863
2024
Q1
$31.6K Hold
225
﹤0.01% 764
2023
Q4
$27.5K Hold
225
﹤0.01% 773
2023
Q3
$17.2K Hold
225
﹤0.01% 836
2023
Q2
$19.1K Hold
225
﹤0.01% 860
2023
Q1
$20.1K Hold
225
﹤0.01% 848
2022
Q4
$15.9K Buy
+225
New +$15.9K ﹤0.01% 875
2022
Q3
Sell
-2
Closed 1164
2022
Q2
$0 Buy
+2
New ﹤0.01% 1167
2020
Q1
Sell
-306
Closed -$32K 1018
2019
Q4
$32K Hold
306
﹤0.01% 674
2019
Q3
$27K Hold
306
﹤0.01% 693
2019
Q2
$29K Hold
306
﹤0.01% 676
2019
Q1
$37K Hold
306
﹤0.01% 641
2018
Q4
$28K Hold
306
﹤0.01% 676
2018
Q3
$44K Hold
306
﹤0.01% 630
2018
Q2
$46K Hold
306
﹤0.01% 622
2018
Q1
$46K Hold
306
﹤0.01% 624
2017
Q4
$42K Hold
306
﹤0.01% 599
2017
Q3
$39K Hold
306
﹤0.01% 587
2017
Q2
$35K Hold
306
﹤0.01% 599
2017
Q1
$32K Hold
306
﹤0.01% 610
2016
Q4
$28K Sell
306
-25
-8% -$2.29K ﹤0.01% 640
2016
Q3
$37K Hold
331
﹤0.01% 574
2016
Q2
$31K Hold
331
﹤0.01% 601
2016
Q1
$33K Hold
331
﹤0.01% 595
2015
Q4
$24K Hold
331
﹤0.01% 647
2015
Q3
$34K Hold
331
﹤0.01% 589
2015
Q2
$38K Hold
331
﹤0.01% 586
2015
Q1
$35K Sell
331
-75
-18% -$7.93K ﹤0.01% 596
2014
Q4
$52K Hold
406
0.01% 526
2014
Q3
$49K Hold
406
0.01% 541
2014
Q2
$47K Hold
406
0.01% 560
2014
Q1
$51K Hold
406
0.01% 551
2013
Q4
$55K Sell
406
-75
-16% -$10.2K 0.01% 524
2013
Q3
$57K Hold
481
0.01% 490
2013
Q2
$60K Buy
+481
New +$60K 0.01% 484