Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.5K Hold
149
﹤0.01% 1080
2025
Q1
$20.1K Hold
149
﹤0.01% 1104
2024
Q4
$21.5K Hold
149
﹤0.01% 1092
2024
Q3
$24.3K Hold
149
﹤0.01% 1064
2024
Q2
$21.7K Hold
149
﹤0.01% 1080
2024
Q1
$19.5K Buy
149
+77
+107% +$10.1K ﹤0.01% 1140
2023
Q4
$7.79K Sell
72
-20
-22% -$2.16K ﹤0.01% 1262
2023
Q3
$8.48K Buy
92
+20
+28% +$1.84K ﹤0.01% 1297
2023
Q2
$6.37K Sell
72
-60
-45% -$5.31K ﹤0.01% 1334
2023
Q1
$12.2K Hold
132
﹤0.01% 1268
2022
Q4
$13.9K Hold
132
﹤0.01% 1220
2022
Q3
$12K Sell
132
-10
-7% -$909 ﹤0.01% 1307
2022
Q2
$14K Buy
142
+12
+9% +$1.18K ﹤0.01% 1252
2022
Q1
$14K Hold
130
﹤0.01% 1279
2021
Q4
$12K Hold
130
﹤0.01% 1290
2021
Q3
$12K Buy
130
+10
+8% +$923 ﹤0.01% 1222
2021
Q2
$12K Hold
120
﹤0.01% 1244
2021
Q1
$12K Hold
120
﹤0.01% 1228
2020
Q4
$13K Hold
120
﹤0.01% 1121
2020
Q3
$11K Sell
120
-4
-3% -$367 ﹤0.01% 1116
2020
Q2
$11K Hold
124
﹤0.01% 1055
2020
Q1
$11K Sell
124
-56
-31% -$4.97K ﹤0.01% 1093
2019
Q4
$18K Hold
180
﹤0.01% 1045
2019
Q3
$15K Hold
180
﹤0.01% 1070
2019
Q2
$14K Hold
180
﹤0.01% 1021
2019
Q1
$12K Hold
180
﹤0.01% 1036
2018
Q4
$9K Hold
180
﹤0.01% 1110
2018
Q3
$12K Hold
180
﹤0.01% 1030
2018
Q2
$11K Hold
180
﹤0.01% 1014
2018
Q1
$12K Sell
180
-526
-75% -$35.1K ﹤0.01% 1019
2017
Q4
$46K Hold
706
﹤0.01% 770
2017
Q3
$42K Hold
706
﹤0.01% 773
2017
Q2
$36K Hold
706
﹤0.01% 777
2017
Q1
$36K Buy
706
+3
+0.4% +$153 ﹤0.01% 777
2016
Q4
$36K Buy
703
+4
+0.6% +$205 ﹤0.01% 764
2016
Q3
$30K Buy
699
+3
+0.4% +$129 ﹤0.01% 801
2016
Q2
$33K Buy
696
+516
+287% +$24.5K ﹤0.01% 789
2016
Q1
$9K Hold
180
﹤0.01% 985
2015
Q4
$10K Hold
180
﹤0.01% 964
2015
Q3
$7K Hold
180
﹤0.01% 994
2015
Q2
$7K Sell
180
-139
-44% -$5.41K ﹤0.01% 1048
2015
Q1
$13K Buy
319
+139
+77% +$5.67K ﹤0.01% 972
2014
Q4
$8K Hold
180
﹤0.01% 903
2014
Q3
$6K Hold
180
﹤0.01% 922
2014
Q2
$7K Hold
180
﹤0.01% 904
2014
Q1
$6K Hold
180
﹤0.01% 943
2013
Q4
$8K Sell
180
-540
-75% -$24K ﹤0.01% 921
2013
Q3
$12K Buy
720
+428
+147% +$7.13K ﹤0.01% 871
2013
Q2
$10K Buy
+292
New +$10K ﹤0.01% 886