Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.7K Buy
512
+6
+1% +$230 ﹤0.01% 236
2025
Q1
$19.6K Hold
506
0.01% 228
2024
Q4
$17.1K Buy
+506
New +$17.1K ﹤0.01% 238
2023
Q3
Sell
-783
Closed -$28K 433
2023
Q2
$28K Buy
783
+6
+0.8% +$215 0.01% 174
2023
Q1
$28K Buy
777
+8
+1% +$288 0.01% 167
2022
Q4
$27K Buy
769
+9
+1% +$316 0.01% 163
2022
Q3
$22K Buy
760
+6
+0.8% +$174 0.01% 165
2022
Q2
$41K Buy
754
+8
+1% +$435 0.02% 132
2022
Q1
$41K Buy
+746
New +$41K 0.01% 144
2021
Q4
Sell
-727
Closed -$35K 486
2021
Q3
$35K Buy
727
+9
+1% +$433 0.01% 156
2021
Q2
$36K Buy
718
+12
+2% +$602 0.01% 148
2021
Q1
$32K Buy
706
+9
+1% +$408 0.01% 145
2020
Q4
$32K Buy
697
+9
+1% +$413 0.01% 124
2020
Q3
$32K Sell
688
-163
-19% -$7.58K 0.01% 117
2020
Q2
$43K Buy
851
+90
+12% +$4.55K 0.02% 100
2020
Q1
$36K Sell
761
-71
-9% -$3.36K 0.02% 102
2019
Q4
$49K Buy
832
+9
+1% +$530 0.02% 114
2019
Q3
$44K Buy
823
+9
+1% +$481 0.02% 111
2019
Q2
$41K Buy
814
+12
+1% +$604 0.02% 122
2019
Q1
$42K Sell
802
-46
-5% -$2.41K 0.02% 124
2018
Q4
$41K Sell
848
-182
-18% -$8.8K 0.02% 108
2018
Q3
$52K Buy
1,030
+8
+0.8% +$404 0.03% 101
2018
Q2
$51K Sell
1,022
-32
-3% -$1.6K 0.03% 111
2018
Q1
$52K Sell
1,054
-95
-8% -$4.69K 0.03% 110
2017
Q4
$51K Buy
1,149
+92
+9% +$4.08K 0.03% 98
2017
Q3
$54K Buy
1,057
+9
+0.9% +$460 0.04% 90
2017
Q2
$56K Buy
1,048
+150
+17% +$8.02K 0.04% 107
2017
Q1
$47K Buy
898
+9
+1% +$471 0.03% 112
2016
Q4
$43K Buy
889
+9
+1% +$435 0.03% 101
2016
Q3
$47K Buy
880
+9
+1% +$481 0.04% 94
2016
Q2
$47K Buy
871
+22
+3% +$1.19K 0.06% 82
2016
Q1
$43K Buy
849
+11
+1% +$557 0.07% 47
2015
Q4
$42K Buy
838
+12
+1% +$601 0.05% 57
2015
Q3
$40K Buy
826
+11
+1% +$533 0.06% 56
2015
Q2
$42K Sell
815
-15,736
-95% -$811K 0.02% 113
2015
Q1
$955K Buy
+16,551
New +$955K 0.56% 42
2014
Q4
Sell
-87,281
Closed -$5.02M 97
2014
Q3
$5.02M Buy
87,281
+86,624
+13,185% +$4.98M 3.22% 10
2014
Q2
$44K Buy
657
+10
+2% +$670 0.03% 91
2014
Q1
$43K Buy
+647
New +$43K 0.03% 106