Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-894
Closed -$30.2K 1403
2024
Q4
$30.2K Buy
894
+27
+3% +$913 ﹤0.01% 1312
2024
Q3
$35.4K Buy
867
+188
+28% +$7.69K ﹤0.01% 1241
2024
Q2
$26.1K Sell
679
-4,055
-86% -$156K ﹤0.01% 1292
2024
Q1
$203K Buy
4,734
+2,036
+75% +$87.3K 0.01% 706
2023
Q4
$100K Sell
2,698
-11
-0.4% -$408 0.01% 615
2023
Q3
$98.2K Buy
2,709
+11
+0.4% +$399 0.01% 629
2023
Q2
$96.2K Hold
2,698
0.01% 637
2023
Q1
$96K Buy
2,698
+2,498
+1,249% +$88.9K 0.01% 648
2022
Q4
$7.03K Sell
200
-280
-58% -$9.84K ﹤0.01% 908
2022
Q3
$14K Hold
480
﹤0.01% 798
2022
Q2
$26K Sell
480
-294
-38% -$15.9K ﹤0.01% 643
2022
Q1
$42K Buy
774
+294
+61% +$16K ﹤0.01% 620
2021
Q4
$26K Buy
480
+78
+19% +$4.23K ﹤0.01% 663
2021
Q3
$19K Buy
+402
New +$19K ﹤0.01% 680
2021
Q1
Sell
-798
Closed -$36K 1070
2020
Q4
$36K Buy
+798
New +$36K ﹤0.01% 526
2019
Q1
Sell
-162
Closed -$7K 675
2018
Q4
$7K Buy
162
+18
+13% +$778 ﹤0.01% 591
2018
Q3
$7K Hold
144
﹤0.01% 604
2018
Q2
$7K Sell
144
-515
-78% -$25K ﹤0.01% 615
2018
Q1
$32K Sell
659
-152
-19% -$7.38K 0.01% 513
2017
Q4
$36K Buy
811
+144
+22% +$6.39K 0.01% 502
2017
Q3
$34K Buy
667
+152
+30% +$7.75K 0.01% 240
2017
Q2
$28K Sell
515
-1,480
-74% -$80.5K 0.01% 228
2017
Q1
$105K Buy
1,995
+1,887
+1,747% +$99.3K 0.04% 184
2016
Q4
$5K Buy
+108
New +$5K ﹤0.01% 385
2016
Q1
Hold
0
497
2015
Q4
Hold
0
463
2014
Q2
Sell
-320
Closed -$21K 333
2014
Q1
$21K Buy
+320
New +$21K 0.02% 187