Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.8K Sell
90
-20
-18% -$4.17K ﹤0.01% 1120
2025
Q1
$23.9K Hold
110
﹤0.01% 1068
2024
Q4
$22.7K Hold
110
﹤0.01% 1077
2024
Q3
$19.4K Hold
110
﹤0.01% 1116
2024
Q2
$17.9K Hold
110
﹤0.01% 1114
2024
Q1
$16.4K Sell
110
-35
-24% -$5.21K ﹤0.01% 1178
2023
Q4
$18.6K Hold
145
﹤0.01% 1112
2023
Q3
$15.3K Hold
145
﹤0.01% 1175
2023
Q2
$15.1K Hold
145
﹤0.01% 1182
2023
Q1
$14.6K Hold
145
﹤0.01% 1215
2022
Q4
$13.4K Hold
145
﹤0.01% 1234
2022
Q3
$12K Hold
145
﹤0.01% 1305
2022
Q2
$14K Sell
145
-50
-26% -$4.83K ﹤0.01% 1251
2022
Q1
$23K Hold
195
﹤0.01% 1168
2021
Q4
$27K Hold
195
﹤0.01% 1114
2021
Q3
$30K Hold
195
﹤0.01% 1041
2021
Q2
$28K Hold
195
﹤0.01% 1079
2021
Q1
$26K Hold
195
﹤0.01% 1077
2020
Q4
$23K Hold
195
﹤0.01% 1008
2020
Q3
$18K Hold
195
﹤0.01% 1023
2020
Q2
$19K Hold
195
﹤0.01% 967
2020
Q1
$15K Hold
195
﹤0.01% 1038
2019
Q4
$19K Hold
195
﹤0.01% 1030
2019
Q3
$17K Hold
195
﹤0.01% 1048
2019
Q2
$16K Hold
195
﹤0.01% 991
2019
Q1
$17K Hold
195
﹤0.01% 982
2018
Q4
$12K Hold
195
﹤0.01% 1065
2018
Q3
$14K Hold
195
﹤0.01% 1005
2018
Q2
$12K Sell
195
-5
-3% -$308 ﹤0.01% 1004
2018
Q1
$12K Hold
200
﹤0.01% 1018
2017
Q4
$12K Hold
200
﹤0.01% 1004
2017
Q3
$11K Hold
200
﹤0.01% 1008
2017
Q2
$10K Hold
200
﹤0.01% 991
2017
Q1
$10K Hold
200
﹤0.01% 1000
2016
Q4
$10K Sell
200
-50
-20% -$2.5K ﹤0.01% 968
2016
Q3
$12K Hold
250
﹤0.01% 944
2016
Q2
$11K Hold
250
﹤0.01% 971
2016
Q1
$10K Hold
250
﹤0.01% 976
2015
Q4
$9K Hold
250
﹤0.01% 973
2015
Q3
$9K Sell
250
-175
-41% -$6.3K ﹤0.01% 971
2015
Q2
$19K Hold
425
﹤0.01% 909
2015
Q1
$20K Sell
425
-65
-13% -$3.06K ﹤0.01% 877
2014
Q4
$26K Hold
490
﹤0.01% 745
2014
Q3
$25K Hold
490
﹤0.01% 747
2014
Q2
$30K Sell
490
-140
-22% -$8.57K ﹤0.01% 723
2014
Q1
$35K Sell
630
-505
-44% -$28.1K ﹤0.01% 707
2013
Q4
$52K Hold
1,135
﹤0.01% 658
2013
Q3
$51K Sell
1,135
-290
-20% -$13K ﹤0.01% 670
2013
Q2
$52K Buy
+1,425
New +$52K ﹤0.01% 655