Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.6K Hold
229
﹤0.01% 1114
2025
Q1
$21.1K Hold
229
﹤0.01% 1095
2024
Q4
$19.3K Hold
229
﹤0.01% 1118
2024
Q3
$24.1K Sell
229
-31
-12% -$3.26K ﹤0.01% 1067
2024
Q2
$22.5K Hold
260
﹤0.01% 1073
2024
Q1
$27.4K Sell
260
-300
-54% -$31.6K ﹤0.01% 1057
2023
Q4
$66.7K Sell
560
-2,524
-82% -$301K ﹤0.01% 858
2023
Q3
$414K Buy
3,084
+286
+10% +$38.4K 0.01% 502
2023
Q2
$383K Buy
2,798
+673
+32% +$92.1K 0.01% 510
2023
Q1
$321K Buy
2,125
+1,550
+270% +$234K 0.01% 554
2022
Q4
$65.8K Hold
575
﹤0.01% 908
2022
Q3
$68K Hold
575
﹤0.01% 912
2022
Q2
$86K Sell
575
-12
-2% -$1.8K ﹤0.01% 829
2022
Q1
$78K Hold
587
﹤0.01% 884
2021
Q4
$87K Hold
587
﹤0.01% 856
2021
Q3
$90K Hold
587
﹤0.01% 805
2021
Q2
$120K Hold
587
﹤0.01% 755
2021
Q1
$128K Sell
587
-200
-25% -$43.6K ﹤0.01% 723
2020
Q4
$170K Sell
787
-3
-0.4% -$648 ﹤0.01% 623
2020
Q3
$100K Hold
790
﹤0.01% 703
2020
Q2
$95K Hold
790
﹤0.01% 681
2020
Q1
$80K Hold
790
﹤0.01% 704
2019
Q4
$100K Hold
790
﹤0.01% 696
2019
Q3
$81K Buy
790
+100
+14% +$10.3K ﹤0.01% 733
2019
Q2
$81K Hold
690
﹤0.01% 702
2019
Q1
$114K Hold
690
﹤0.01% 630
2018
Q4
$109K Buy
690
+100
+17% +$15.8K ﹤0.01% 621
2018
Q3
$135K Buy
590
+100
+20% +$22.9K ﹤0.01% 580
2018
Q2
$119K Hold
490
﹤0.01% 594
2018
Q1
$109K Hold
490
﹤0.01% 628
2017
Q4
$115K Buy
490
+230
+88% +$54K ﹤0.01% 598
2017
Q3
$64K Buy
260
+70
+37% +$17.2K ﹤0.01% 685
2017
Q2
$34K Sell
190
-36
-16% -$6.44K ﹤0.01% 785
2017
Q1
$39K Buy
226
+36
+19% +$6.21K ﹤0.01% 754
2016
Q4
$31K Sell
190
-71
-27% -$11.6K ﹤0.01% 791
2016
Q3
$48K Sell
261
-30
-10% -$5.52K ﹤0.01% 707
2016
Q2
$48K Hold
291
﹤0.01% 722
2016
Q1
$56K Hold
291
﹤0.01% 695
2015
Q4
$55K Hold
291
﹤0.01% 707
2015
Q3
$40K Hold
291
﹤0.01% 742
2015
Q2
$58K Sell
291
-88
-23% -$17.5K ﹤0.01% 715
2015
Q1
$79K Sell
379
-2
-0.5% -$417 ﹤0.01% 636
2014
Q4
$87K Hold
381
﹤0.01% 572
2014
Q3
$83K Hold
381
﹤0.01% 568
2014
Q2
$71K Hold
381
﹤0.01% 601
2014
Q1
$58K Buy
381
+36
+10% +$5.48K ﹤0.01% 636
2013
Q4
$61K Hold
345
﹤0.01% 630
2013
Q3
$54K Hold
345
﹤0.01% 656
2013
Q2
$33K Buy
+345
New +$33K ﹤0.01% 727