Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Hold
97
﹤0.01% 2262
2025
Q1
$1K Buy
+97
New +$1K ﹤0.01% 2301
2024
Q2
Sell
-192
Closed -$2K 2030
2024
Q1
$2K Buy
+192
New +$2K ﹤0.01% 1917
2023
Q1
Sell
-300
Closed -$2K 1904
2022
Q4
$2K Buy
+300
New +$2K ﹤0.01% 1757
2022
Q2
Sell
-174
Closed -$1K 1859
2022
Q1
$1K Hold
174
﹤0.01% 1752
2021
Q4
$1K Sell
174
-25
-13% -$144 ﹤0.01% 1792
2021
Q3
$1K Sell
199
-455
-70% -$2.29K ﹤0.01% 1616
2021
Q2
$4K Buy
654
+25
+4% +$153 ﹤0.01% 1439
2021
Q1
$4K Sell
629
-145
-19% -$922 ﹤0.01% 1408
2020
Q4
$4K Sell
774
-5,074
-87% -$26.2K ﹤0.01% 1395
2020
Q3
$26K Sell
5,848
-690
-11% -$3.07K ﹤0.01% 1018
2020
Q2
$32K Buy
6,538
+405
+7% +$1.98K ﹤0.01% 1402
2020
Q1
$28K Sell
6,133
-225
-4% -$1.03K ﹤0.01% 1307
2019
Q4
$44K Hold
6,358
﹤0.01% 1290
2019
Q3
$45K Sell
6,358
-15
-0.2% -$106 ﹤0.01% 1285
2019
Q2
$43K Buy
6,373
+338
+6% +$2.28K ﹤0.01% 1333
2019
Q1
$40K Sell
6,035
-8
-0.1% -$53 ﹤0.01% 1311
2018
Q4
$35K Hold
6,043
﹤0.01% 1397
2018
Q3
$36K Hold
6,043
﹤0.01% 1330
2018
Q2
$34K Hold
6,043
﹤0.01% 1301
2018
Q1
$33K Hold
6,043
﹤0.01% 1312
2017
Q4
$35K Hold
6,043
﹤0.01% 1310
2017
Q3
$35K Hold
6,043
﹤0.01% 1363
2017
Q2
$35K Hold
6,043
﹤0.01% 1370
2017
Q1
$36K Sell
6,043
-1,531
-20% -$9.12K ﹤0.01% 1361
2016
Q4
$46K Buy
7,574
+6,125
+423% +$37.2K ﹤0.01% 1362
2016
Q3
$9K Buy
+1,449
New +$9K ﹤0.01% 1533
2016
Q1
Sell
-1,464
Closed -$8K 1478
2015
Q4
$8K Buy
+1,464
New +$8K ﹤0.01% 1264
2013
Q4
Sell
-3,153
Closed -$12K 1334
2013
Q3
$12K Hold
3,153
﹤0.01% 1010
2013
Q2
$13K Buy
+3,153
New +$13K ﹤0.01% 991