Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$156K Hold
714
﹤0.01% 709
2025
Q1
$97.2K Hold
714
﹤0.01% 791
2024
Q4
$103K Hold
714
﹤0.01% 788
2024
Q3
$85.6K Hold
714
﹤0.01% 828
2024
Q2
$77.7K Hold
714
﹤0.01% 831
2024
Q1
$95.6K Hold
714
﹤0.01% 790
2023
Q4
$91K Sell
714
-11
-2% -$1.4K ﹤0.01% 790
2023
Q3
$92K Buy
725
+11
+2% +$1.4K ﹤0.01% 787
2023
Q2
$77.1K Sell
714
-2
-0.3% -$216 ﹤0.01% 833
2023
Q1
$63.1K Hold
716
﹤0.01% 925
2022
Q4
$48.8K Hold
716
﹤0.01% 966
2022
Q3
$41K Hold
716
﹤0.01% 1002
2022
Q2
$37K Hold
716
﹤0.01% 1021
2022
Q1
$44K Hold
716
﹤0.01% 1007
2021
Q4
$50K Hold
716
﹤0.01% 980
2021
Q3
$42K Hold
716
﹤0.01% 976
2021
Q2
$42K Hold
716
﹤0.01% 996
2021
Q1
$37K Hold
716
﹤0.01% 1001
2020
Q4
$30K Hold
716
﹤0.01% 955
2020
Q3
$25K Hold
716
﹤0.01% 959
2020
Q2
$23K Hold
716
﹤0.01% 938
2020
Q1
$18K Hold
716
﹤0.01% 1005
2019
Q4
$30K Hold
716
﹤0.01% 947
2019
Q3
$26K Hold
716
﹤0.01% 973
2019
Q2
$23K Hold
716
﹤0.01% 931
2019
Q1
$19K Hold
716
﹤0.01% 960
2018
Q4
$18K Hold
716
﹤0.01% 978
2018
Q3
$19K Hold
716
﹤0.01% 954
2018
Q2
$20K Hold
716
﹤0.01% 924
2018
Q1
$21K Hold
716
﹤0.01% 927
2017
Q4
$19K Hold
716
﹤0.01% 932
2017
Q3
$20K Hold
716
﹤0.01% 904
2017
Q2
$21K Hold
716
﹤0.01% 866
2017
Q1
$21K Hold
716
﹤0.01% 880
2016
Q4
$17K Hold
716
﹤0.01% 907
2016
Q3
$16K Hold
716
﹤0.01% 903
2016
Q2
$13K Hold
716
﹤0.01% 949
2016
Q1
$14K Sell
716
-79
-10% -$1.55K ﹤0.01% 927
2015
Q4
$19K Buy
795
+79
+11% +$1.89K ﹤0.01% 875
2015
Q3
$16K Hold
716
﹤0.01% 887
2015
Q2
$15K Hold
716
﹤0.01% 956
2015
Q1
$17K Hold
716
﹤0.01% 916
2014
Q4
$16K Hold
716
﹤0.01% 813
2014
Q3
$14K Hold
716
﹤0.01% 819
2014
Q2
$15K Hold
716
﹤0.01% 812
2014
Q1
$13K Hold
716
﹤0.01% 854
2013
Q4
$12K Sell
716
-420
-37% -$7.04K ﹤0.01% 871
2013
Q3
$25K Hold
1,136
﹤0.01% 768
2013
Q2
$23K Buy
+1,136
New +$23K ﹤0.01% 775