Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.4K Hold
3,060
﹤0.01% 1302
2025
Q1
$12K Hold
3,060
﹤0.01% 1274
2024
Q4
$16.2K Hold
3,060
﹤0.01% 1237
2024
Q3
$21.7K Sell
3,060
-4,056
-57% -$28.8K ﹤0.01% 1158
2024
Q2
$7.83K Buy
7,116
+56
+0.8% +$62 ﹤0.01% 1325
2024
Q1
$11K Hold
7,060
﹤0.01% 1264
2023
Q4
$12.9K Sell
7,060
-5,000
-41% -$9.15K ﹤0.01% 1210
2023
Q3
$17.1K Hold
12,060
﹤0.01% 1142
2023
Q2
$27.3K Hold
12,060
﹤0.01% 1029
2023
Q1
$32K Buy
12,060
+5,060
+72% +$13.4K ﹤0.01% 985
2022
Q4
$37K Sell
7,000
-20,708
-75% -$109K ﹤0.01% 1001
2022
Q3
$202K Sell
27,708
-126
-0.5% -$919 0.01% 699
2022
Q2
$304K Buy
27,834
+215
+0.8% +$2.35K 0.01% 621
2022
Q1
$311K Hold
27,619
0.01% 666
2021
Q4
$347K Hold
27,619
0.01% 637
2021
Q3
$342K Hold
27,619
0.01% 631
2021
Q2
$375K Hold
27,619
0.01% 605
2021
Q1
$369K Hold
27,619
0.01% 581
2020
Q4
$269K Buy
27,619
+3,000
+12% +$29.2K 0.01% 563
2020
Q3
$248K Hold
24,619
0.01% 555
2020
Q2
$247K Hold
24,619
0.01% 545
2020
Q1
$233K Buy
24,619
+7,619
+45% +$72.1K 0.01% 596
2019
Q4
$225K Hold
17,000
0.01% 629
2019
Q3
$212K Buy
17,000
+3,859
+29% +$48.1K 0.01% 570
2019
Q2
$155K Sell
13,141
-29
-0.2% -$342 0.01% 561
2019
Q1
$158K Hold
13,170
0.01% 575
2018
Q4
$200K Buy
13,170
+891
+7% +$13.5K 0.01% 561
2018
Q3
$260K Buy
12,279
+2,145
+21% +$45.4K 0.01% 608
2018
Q2
$189K Sell
10,134
-1,400
-12% -$26.1K 0.01% 651
2018
Q1
$190K Sell
11,534
-12,150
-51% -$200K 0.01% 632
2017
Q4
$395K Buy
+23,684
New +$395K 0.02% 480
2017
Q1
Sell
-770
Closed -$18K 889
2016
Q4
$18K Buy
+770
New +$18K ﹤0.01% 956