Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304 Hold
7
﹤0.01% 1850
2025
Q1
$323 Sell
7
-214
-97% -$9.88K ﹤0.01% 1641
2024
Q4
$8.32K Hold
221
﹤0.01% 1347
2024
Q3
$8.96K Buy
221
+7
+3% +$284 ﹤0.01% 1328
2024
Q2
$7.41K Hold
214
﹤0.01% 1336
2024
Q1
$8.04K Hold
214
﹤0.01% 1331
2023
Q4
$7.68K Hold
214
﹤0.01% 1301
2023
Q3
$8.09K Hold
214
﹤0.01% 1286
2023
Q2
$8.72K Hold
214
﹤0.01% 1266
2023
Q1
$8.96K Sell
214
-18
-8% -$754 ﹤0.01% 1265
2022
Q4
$10K Buy
232
+18
+8% +$776 ﹤0.01% 1292
2022
Q3
$8K Sell
214
-700
-77% -$26.2K ﹤0.01% 1490
2022
Q2
$41K Hold
914
﹤0.01% 1192
2022
Q1
$44K Sell
914
-367
-29% -$17.7K ﹤0.01% 1282
2021
Q4
$53K Sell
1,281
-249
-16% -$10.3K ﹤0.01% 1226
2021
Q3
$53K Buy
1,530
+249
+19% +$8.63K ﹤0.01% 1146
2021
Q2
$40K Hold
1,281
﹤0.01% 1145
2021
Q1
$40K Hold
1,281
﹤0.01% 1103
2020
Q4
$39K Sell
1,281
-643
-33% -$19.6K ﹤0.01% 918
2020
Q3
$49K Hold
1,924
﹤0.01% 837
2020
Q2
$50K Hold
1,924
﹤0.01% 796
2020
Q1
$51K Buy
1,924
+982
+104% +$26K ﹤0.01% 844
2019
Q4
$31K Buy
+942
New +$31K ﹤0.01% 965
2018
Q4
Sell
-3,045
Closed -$95K 794
2018
Q3
$95K Buy
+3,045
New +$95K ﹤0.01% 763
2018
Q1
Sell
-13,696
Closed -$384K 675
2017
Q4
$384K Buy
+13,696
New +$384K 0.02% 485
2017
Q3
Sell
-9,409
Closed -$242K 656
2017
Q2
$242K Buy
+9,409
New +$242K 0.02% 553
2017
Q1
Sell
-2,103
Closed -$53K 758
2016
Q4
$53K Buy
+2,103
New +$53K ﹤0.01% 769