Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.3K Buy
92
+62
+207% +$21.8K ﹤0.01% 1031
2025
Q1
$9.5K Hold
30
﹤0.01% 1220
2024
Q4
$10.1K Sell
30
-18
-38% -$6.07K ﹤0.01% 1250
2024
Q3
$15.3K Buy
48
+18
+60% +$5.74K ﹤0.01% 1179
2024
Q2
$9.65K Sell
30
-105
-78% -$33.8K ﹤0.01% 1255
2024
Q1
$46.9K Sell
135
-63
-32% -$21.9K ﹤0.01% 951
2023
Q4
$71.8K Sell
198
-27
-12% -$9.8K ﹤0.01% 840
2023
Q3
$66.9K Buy
225
+20
+10% +$5.95K ﹤0.01% 851
2023
Q2
$67.7K Sell
205
-63
-24% -$20.8K ﹤0.01% 870
2023
Q1
$89.2K Hold
268
﹤0.01% 841
2022
Q4
$64.7K Hold
268
﹤0.01% 912
2022
Q3
$59K Sell
268
-15
-5% -$3.3K ﹤0.01% 938
2022
Q2
$68K Sell
283
-35
-11% -$8.41K ﹤0.01% 897
2022
Q1
$101K Buy
318
+30
+10% +$9.53K ﹤0.01% 820
2021
Q4
$116K Hold
288
﹤0.01% 788
2021
Q3
$98K Sell
288
-99
-26% -$33.7K ﹤0.01% 784
2021
Q2
$134K Buy
387
+64
+20% +$22.2K ﹤0.01% 728
2021
Q1
$110K Hold
323
﹤0.01% 759
2020
Q4
$118K Buy
323
+85
+36% +$31.1K ﹤0.01% 678
2020
Q3
$78K Hold
238
﹤0.01% 747
2020
Q2
$69K Sell
238
-3
-1% -$870 ﹤0.01% 740
2020
Q1
$56K Hold
241
﹤0.01% 777
2019
Q4
$62K Buy
241
+3
+1% +$772 ﹤0.01% 795
2019
Q3
$53K Hold
238
﹤0.01% 822
2019
Q2
$49K Hold
238
﹤0.01% 805
2019
Q1
$43K Hold
238
﹤0.01% 814
2018
Q4
$34K Hold
238
﹤0.01% 856
2018
Q3
$44K Buy
238
+63
+36% +$11.6K ﹤0.01% 798
2018
Q2
$30K Sell
175
-86
-33% -$14.7K ﹤0.01% 846
2018
Q1
$41K Hold
261
﹤0.01% 815
2017
Q4
$39K Sell
261
-143
-35% -$21.4K ﹤0.01% 800
2017
Q3
$50K Buy
404
+143
+55% +$17.7K ﹤0.01% 745
2017
Q2
$32K Hold
261
﹤0.01% 793
2017
Q1
$28K Buy
261
+86
+49% +$9.23K ﹤0.01% 826
2016
Q4
$16K Hold
175
﹤0.01% 912
2016
Q3
$16K Hold
175
﹤0.01% 898
2016
Q2
$16K Hold
175
﹤0.01% 915
2016
Q1
$16K Hold
175
﹤0.01% 898
2015
Q4
$16K Hold
175
﹤0.01% 897
2015
Q3
$15K Hold
175
﹤0.01% 892
2015
Q2
$16K Hold
175
﹤0.01% 938
2015
Q1
$15K Hold
175
﹤0.01% 936
2014
Q4
$14K Hold
175
﹤0.01% 834
2014
Q3
$13K Hold
175
﹤0.01% 825
2014
Q2
$13K Hold
175
﹤0.01% 830
2014
Q1
$13K Hold
175
﹤0.01% 852
2013
Q4
$15K Hold
175
﹤0.01% 838
2013
Q3
$15K Hold
175
﹤0.01% 835
2013
Q2
$13K Buy
+175
New +$13K ﹤0.01% 845