Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Sell
875
-190
-18% -$32.1K ﹤0.01% 716
2025
Q1
$164K Hold
1,065
﹤0.01% 686
2024
Q4
$181K Buy
1,065
+850
+395% +$144K ﹤0.01% 677
2024
Q3
$37.3K Hold
215
﹤0.01% 986
2024
Q2
$37K Hold
215
﹤0.01% 967
2024
Q1
$56K Buy
215
+25
+13% +$6.52K ﹤0.01% 919
2023
Q4
$37.9K Sell
190
-1,244
-87% -$248K ﹤0.01% 973
2023
Q3
$244K Buy
1,434
+147
+11% +$25K ﹤0.01% 588
2023
Q2
$266K Buy
1,287
+301
+31% +$62.2K ﹤0.01% 575
2023
Q1
$226K Buy
986
+40
+4% +$9.16K ﹤0.01% 633
2022
Q4
$182K Hold
946
﹤0.01% 673
2022
Q3
$178K Buy
946
+744
+368% +$140K ﹤0.01% 662
2022
Q2
$39K Sell
202
-23
-10% -$4.44K ﹤0.01% 1009
2022
Q1
$49K Hold
225
﹤0.01% 976
2021
Q4
$68K Hold
225
﹤0.01% 913
2021
Q3
$64K Sell
225
-60
-21% -$17.1K ﹤0.01% 876
2021
Q2
$71K Hold
285
﹤0.01% 869
2021
Q1
$62K Hold
285
﹤0.01% 881
2020
Q4
$81K Buy
285
+95
+50% +$27K ﹤0.01% 757
2020
Q3
$43K Sell
190
-25
-12% -$5.66K ﹤0.01% 865
2020
Q2
$41K Hold
215
﹤0.01% 831
2020
Q1
$31K Buy
215
+25
+13% +$3.61K ﹤0.01% 898
2019
Q4
$29K Hold
190
﹤0.01% 954
2019
Q3
$27K Hold
190
﹤0.01% 964
2019
Q2
$26K Hold
190
﹤0.01% 906
2019
Q1
$23K Sell
190
-237
-56% -$28.7K ﹤0.01% 926
2018
Q4
$46K Buy
427
+237
+125% +$25.5K ﹤0.01% 791
2018
Q3
$22K Hold
190
﹤0.01% 927
2018
Q2
$20K Hold
190
﹤0.01% 927
2018
Q1
$18K Hold
190
﹤0.01% 961
2017
Q4
$17K Hold
190
﹤0.01% 955
2017
Q3
$15K Hold
190
﹤0.01% 958
2017
Q2
$15K Hold
190
﹤0.01% 933
2017
Q1
$13K Hold
190
﹤0.01% 964
2016
Q4
$13K Hold
190
﹤0.01% 936
2016
Q3
$13K Hold
190
﹤0.01% 936
2016
Q2
$12K Hold
190
﹤0.01% 958
2016
Q1
$12K Hold
190
﹤0.01% 945
2015
Q4
$11K Hold
190
﹤0.01% 955
2015
Q3
$11K Hold
190
﹤0.01% 948
2015
Q2
$12K Hold
190
﹤0.01% 993
2015
Q1
$12K Hold
190
﹤0.01% 988
2014
Q4
$10K Hold
190
﹤0.01% 882
2014
Q3
$8K Hold
190
﹤0.01% 889
2014
Q2
$8K Hold
190
﹤0.01% 893
2014
Q1
$8K Hold
190
﹤0.01% 914
2013
Q4
$8K Hold
190
﹤0.01% 924
2013
Q3
$8K Hold
190
﹤0.01% 923
2013
Q2
$7K Buy
+190
New +$7K ﹤0.01% 932