Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.3K Buy
178
+111
+166% +$6.4K ﹤0.01% 1228
2025
Q1
$2.84K Hold
67
﹤0.01% 1372
2024
Q4
$2.92K Buy
67
+40
+148% +$1.74K ﹤0.01% 1425
2024
Q3
$1.22K Sell
27
-41
-60% -$1.85K ﹤0.01% 1483
2024
Q2
$3.14K Hold
68
﹤0.01% 1395
2024
Q1
$3.93K Sell
68
-47
-41% -$2.72K ﹤0.01% 1379
2023
Q4
$6.13K Sell
115
-95
-45% -$5.07K ﹤0.01% 1299
2023
Q3
$8.16K Buy
210
+95
+83% +$3.69K ﹤0.01% 1301
2023
Q2
$5.09K Hold
115
﹤0.01% 1364
2023
Q1
$4.34K Hold
115
﹤0.01% 1410
2022
Q4
$3.44K Hold
115
﹤0.01% 1434
2022
Q3
$3K Hold
115
﹤0.01% 1533
2022
Q2
$3K Sell
115
-93
-45% -$2.43K ﹤0.01% 1521
2022
Q1
$7K Hold
208
﹤0.01% 1402
2021
Q4
$8K Hold
208
﹤0.01% 1350
2021
Q3
$9K Buy
208
+93
+81% +$4.02K ﹤0.01% 1268
2021
Q2
$5K Hold
115
﹤0.01% 1364
2021
Q1
$5K Hold
115
﹤0.01% 1359
2020
Q4
$5K Hold
115
﹤0.01% 1246
2020
Q3
$4K Hold
115
﹤0.01% 1268
2020
Q2
$3K Hold
115
﹤0.01% 1234
2020
Q1
$2K Hold
115
﹤0.01% 1349
2019
Q4
$4K Hold
115
﹤0.01% 1282
2019
Q3
$3K Hold
115
﹤0.01% 1333
2019
Q2
$3K Hold
115
﹤0.01% 1197
2019
Q1
$3K Hold
115
﹤0.01% 1182
2018
Q4
$3K Hold
115
﹤0.01% 1215
2018
Q3
$4K Hold
115
﹤0.01% 1142
2018
Q2
$5K Sell
115
-63
-35% -$2.74K ﹤0.01% 1101
2018
Q1
$9K Buy
178
+63
+55% +$3.19K ﹤0.01% 1067
2017
Q4
$5K Buy
115
+67
+140% +$2.91K ﹤0.01% 1126
2017
Q3
$2K Hold
48
﹤0.01% 1242
2017
Q2
$2K Hold
48
﹤0.01% 1166
2017
Q1
$2K Hold
48
﹤0.01% 1267
2016
Q4
$2K Hold
48
﹤0.01% 1120
2016
Q3
$1K Sell
48
-472
-91% -$9.83K ﹤0.01% 1155
2016
Q2
$14K Hold
520
﹤0.01% 940
2016
Q1
$18K Hold
520
﹤0.01% 888
2015
Q4
$18K Sell
520
-4
-0.8% -$138 ﹤0.01% 884
2015
Q3
$17K Sell
524
-244
-32% -$7.92K ﹤0.01% 881
2015
Q2
$22K Hold
768
﹤0.01% 877
2015
Q1
$21K Hold
768
﹤0.01% 872
2014
Q4
$22K Hold
768
﹤0.01% 776
2014
Q3
$18K Hold
768
﹤0.01% 791
2014
Q2
$18K Hold
768
﹤0.01% 792
2014
Q1
$19K Sell
768
-268
-26% -$6.63K ﹤0.01% 805
2013
Q4
$20K Hold
1,036
﹤0.01% 804
2013
Q3
$21K Hold
1,036
﹤0.01% 798
2013
Q2
$22K Buy
+1,036
New +$22K ﹤0.01% 785