Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Sell
1,164
-655
-36% -$2.81K ﹤0.01% 2009
2025
Q1
$10K Sell
1,819
-10,453
-85% -$57.5K ﹤0.01% 1764
2024
Q4
$85K Buy
12,272
+335
+3% +$2.32K ﹤0.01% 1218
2024
Q3
$112K Buy
11,937
+174
+1% +$1.63K ﹤0.01% 1256
2024
Q2
$118K Buy
11,763
+43
+0.4% +$431 ﹤0.01% 1132
2024
Q1
$140K Hold
11,720
﹤0.01% 1098
2023
Q4
$146K Sell
11,720
-73
-0.6% -$909 ﹤0.01% 1113
2023
Q3
$129K Buy
11,793
+14
+0.1% +$153 ﹤0.01% 1125
2023
Q2
$145K Buy
+11,779
New +$145K ﹤0.01% 1127
2023
Q1
Hold
0
1957
2022
Q4
Sell
-414
Closed -$3K 1934
2022
Q3
$3K Hold
414
﹤0.01% 1833
2022
Q2
$3K Buy
+414
New +$3K ﹤0.01% 1657
2020
Q1
Sell
-417
Closed -$5K 1634
2019
Q4
$5K Hold
417
﹤0.01% 1484
2019
Q3
$4K Sell
417
-1,075
-72% -$10.3K ﹤0.01% 1553
2019
Q2
$20K Hold
1,492
﹤0.01% 1419
2019
Q1
$17K Buy
1,492
+985
+194% +$11.2K ﹤0.01% 1442
2018
Q4
$3K Hold
507
﹤0.01% 1840
2018
Q3
$6K Buy
+507
New +$6K ﹤0.01% 1665
2018
Q2
Sell
-1,225
Closed -$22K 1697
2018
Q1
$22K Hold
1,225
﹤0.01% 1383
2017
Q4
$24K Sell
1,225
-449
-27% -$8.8K ﹤0.01% 1388
2017
Q3
$28K Buy
1,674
+220
+15% +$3.68K ﹤0.01% 1408
2017
Q2
$27K Buy
+1,454
New +$27K ﹤0.01% 1419
2017
Q1
Sell
-73
Closed -$1K 1770
2016
Q4
$1K Buy
+73
New +$1K ﹤0.01% 1889