Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.7K Buy
424
+109
+35% +$11.5K ﹤0.01% 244
2025
Q1
$35K Hold
315
﹤0.01% 250
2024
Q4
$32.6K Hold
315
﹤0.01% 251
2024
Q3
$35.2K Hold
315
﹤0.01% 247
2024
Q2
$28.1K Hold
315
﹤0.01% 265
2024
Q1
$27K Buy
315
+140
+80% +$12K ﹤0.01% 258
2023
Q4
$14.4K Hold
175
﹤0.01% 298
2023
Q3
$13.4K Hold
175
﹤0.01% 293
2023
Q2
$12.2K Hold
175
﹤0.01% 304
2023
Q1
$11.3K Hold
175
﹤0.01% 295
2022
Q4
$12.6K Hold
175
﹤0.01% 309
2022
Q3
$10K Hold
175
﹤0.01% 303
2022
Q2
$10K Sell
175
-63
-26% -$3.6K ﹤0.01% 322
2022
Q1
$15K Hold
238
﹤0.01% 340
2021
Q4
$14K Hold
238
﹤0.01% 344
2021
Q3
$12K Hold
238
﹤0.01% 342
2021
Q2
$13K Hold
238
﹤0.01% 315
2021
Q1
$12K Hold
238
﹤0.01% 336
2020
Q4
$11K Hold
238
﹤0.01% 309
2020
Q3
$9K Buy
+238
New +$9K ﹤0.01% 269
2018
Q2
Sell
-624
Closed -$27K 313
2018
Q1
$27K Hold
624
﹤0.01% 207
2017
Q4
$27K Sell
624
-2,000
-76% -$86.5K ﹤0.01% 206
2017
Q3
$107K Hold
2,624
0.02% 148
2017
Q2
$102K Buy
2,624
+2,000
+321% +$77.7K 0.02% 153
2017
Q1
$23K Hold
624
﹤0.01% 210
2016
Q4
$22K Hold
624
﹤0.01% 221
2016
Q3
$22K Hold
624
﹤0.01% 223
2016
Q2
$23K Hold
624
﹤0.01% 219
2016
Q1
$20K Hold
624
﹤0.01% 229
2015
Q4
$19K Hold
624
﹤0.01% 274
2015
Q3
$18K Buy
+624
New +$18K ﹤0.01% 276