Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Buy
+41
New +$7K ﹤0.01% 1914
2025
Q1
Sell
-14
Closed -$1K 2468
2024
Q4
$1K Hold
14
﹤0.01% 2317
2024
Q3
$1K Buy
+14
New +$1K ﹤0.01% 2358
2024
Q2
Sell
-90
Closed -$11K 2047
2024
Q1
$11K Sell
90
-20
-18% -$2.44K ﹤0.01% 1530
2023
Q4
$20K Hold
110
﹤0.01% 1470
2023
Q3
$20K Sell
110
-30
-21% -$5.46K ﹤0.01% 1478
2023
Q2
$32K Buy
140
+20
+17% +$4.57K ﹤0.01% 1443
2023
Q1
$23K Hold
120
﹤0.01% 1358
2022
Q4
$20K Buy
120
+30
+33% +$5K ﹤0.01% 1314
2022
Q3
$13K Hold
90
﹤0.01% 1478
2022
Q2
$13K Hold
90
﹤0.01% 1323
2022
Q1
$24K Sell
90
-5
-5% -$1.33K ﹤0.01% 1209
2021
Q4
$20K Buy
+95
New +$20K ﹤0.01% 1277
2020
Q4
Sell
-41
Closed -$1K 1472
2020
Q3
$1K Hold
41
﹤0.01% 1300
2020
Q2
$1K Hold
41
﹤0.01% 1664
2020
Q1
$1K Hold
41
﹤0.01% 1572
2019
Q4
$1K Buy
+41
New +$1K ﹤0.01% 1581
2019
Q1
Sell
-8
Closed 1780
2018
Q4
$0 Buy
+8
New ﹤0.01% 1952
2018
Q2
Sell
-12
Closed -$1K 1689
2018
Q1
$1K Buy
+12
New +$1K ﹤0.01% 1632
2017
Q2
Sell
-1,206
Closed -$36K 1831
2017
Q1
$36K Buy
1,206
+528
+78% +$15.8K ﹤0.01% 1363
2016
Q4
$25K Buy
+678
New +$25K ﹤0.01% 1494
2016
Q1
Sell
-25
Closed -$1K 1494
2015
Q4
$1K Hold
25
﹤0.01% 1526
2015
Q3
$1K Sell
25
-234
-90% -$9.36K ﹤0.01% 1517
2015
Q2
$11K Buy
+259
New +$11K ﹤0.01% 1219
2014
Q3
Sell
-58
Closed -$3K 1263
2014
Q2
$3K Buy
+58
New +$3K ﹤0.01% 1210