Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.05K Hold
59
﹤0.01% 1366
2025
Q1
$3.81K Sell
59
-85
-59% -$5.49K ﹤0.01% 1355
2024
Q4
$15.2K Hold
144
﹤0.01% 1175
2024
Q3
$14.5K Hold
144
﹤0.01% 1193
2024
Q2
$15.2K Buy
144
+59
+69% +$6.25K ﹤0.01% 1160
2024
Q1
$12K Hold
85
﹤0.01% 1241
2023
Q4
$10.4K Hold
85
﹤0.01% 1230
2023
Q3
$6.5K Hold
85
﹤0.01% 1329
2023
Q2
$7.22K Hold
85
﹤0.01% 1311
2023
Q1
$7.58K Hold
85
﹤0.01% 1341
2022
Q4
$6K Sell
85
-58
-41% -$4.09K ﹤0.01% 1367
2022
Q3
$6K Sell
143
-110
-43% -$4.62K ﹤0.01% 1428
2022
Q2
$14K Buy
253
+34
+16% +$1.88K ﹤0.01% 1258
2022
Q1
$17K Sell
219
-97
-31% -$7.53K ﹤0.01% 1245
2021
Q4
$34K Hold
316
﹤0.01% 1057
2021
Q3
$32K Hold
316
﹤0.01% 1026
2021
Q2
$34K Sell
316
-11
-3% -$1.18K ﹤0.01% 1046
2021
Q1
$35K Buy
327
+11
+3% +$1.18K ﹤0.01% 1018
2020
Q4
$30K Sell
316
-45
-12% -$4.27K ﹤0.01% 956
2020
Q3
$22K Hold
361
﹤0.01% 987
2020
Q2
$17K Hold
361
﹤0.01% 993
2020
Q1
$14K Sell
361
-145
-29% -$5.62K ﹤0.01% 1055
2019
Q4
$53K Buy
506
+300
+146% +$31.4K ﹤0.01% 837
2019
Q3
$18K Hold
206
﹤0.01% 1043
2019
Q2
$19K Hold
206
﹤0.01% 969
2019
Q1
$25K Buy
206
+6
+3% +$728 ﹤0.01% 909
2018
Q4
$19K Hold
200
﹤0.01% 966
2018
Q3
$29K Hold
200
﹤0.01% 886
2018
Q2
$30K Hold
200
﹤0.01% 850
2018
Q1
$30K Hold
200
﹤0.01% 873
2017
Q4
$27K Hold
200
﹤0.01% 871
2017
Q3
$25K Sell
200
-190
-49% -$23.8K ﹤0.01% 866
2017
Q2
$45K Hold
390
﹤0.01% 730
2017
Q1
$40K Hold
390
﹤0.01% 749
2016
Q4
$35K Hold
390
﹤0.01% 775
2016
Q3
$43K Hold
390
﹤0.01% 723
2016
Q2
$37K Hold
390
﹤0.01% 770
2016
Q1
$39K Hold
390
﹤0.01% 757
2015
Q4
$29K Hold
390
﹤0.01% 808
2015
Q3
$40K Sell
390
-205
-34% -$21K ﹤0.01% 743
2015
Q2
$69K Buy
595
+205
+53% +$23.8K ﹤0.01% 687
2015
Q1
$42K Buy
390
+26
+7% +$2.8K ﹤0.01% 755
2014
Q4
$47K Hold
364
﹤0.01% 661
2014
Q3
$44K Hold
364
﹤0.01% 670
2014
Q2
$42K Hold
364
﹤0.01% 672
2014
Q1
$45K Hold
364
﹤0.01% 673
2013
Q4
$50K Hold
364
﹤0.01% 672
2013
Q3
$43K Hold
364
﹤0.01% 698
2013
Q2
$46K Buy
+364
New +$46K ﹤0.01% 675