Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Sell
165
-301
-65% -$5.47K ﹤0.01% 2141
2025
Q1
$11K Buy
466
+269
+137% +$6.35K ﹤0.01% 1743
2024
Q4
$7K Buy
197
+93
+89% +$3.31K ﹤0.01% 1914
2024
Q3
$5K Buy
104
+49
+89% +$2.36K ﹤0.01% 1943
2024
Q2
$3K Hold
55
﹤0.01% 1877
2024
Q1
$3K Buy
55
+53
+2,650% +$2.89K ﹤0.01% 1879
2023
Q4
$0 Sell
2
-102
-98% ﹤0.01% 2237
2023
Q3
$5K Sell
104
-88
-46% -$4.23K ﹤0.01% 1751
2023
Q2
$10K Buy
192
+102
+113% +$5.31K ﹤0.01% 1654
2023
Q1
$5K Hold
90
﹤0.01% 1616
2022
Q4
$5K Sell
90
-545
-86% -$30.3K ﹤0.01% 1584
2022
Q3
$27K Buy
+635
New +$27K ﹤0.01% 1300
2019
Q1
Sell
-997
Closed -$20K 1909
2018
Q4
$20K Buy
+997
New +$20K ﹤0.01% 1515
2018
Q1
Sell
-4,725
Closed -$168K 1758
2017
Q4
$168K Buy
4,725
+4,284
+971% +$152K ﹤0.01% 1046
2017
Q3
$15K Hold
441
﹤0.01% 1539
2017
Q2
$13K Buy
441
+365
+480% +$10.8K ﹤0.01% 1552
2017
Q1
$3K Hold
76
﹤0.01% 1652
2016
Q4
$2K Buy
+76
New +$2K ﹤0.01% 1855
2015
Q4
Sell
-250
Closed -$4K 1685
2015
Q3
$4K Sell
250
-449
-64% -$7.18K ﹤0.01% 1377
2015
Q2
$19K Hold
699
﹤0.01% 1141
2015
Q1
$22K Hold
699
﹤0.01% 1116
2014
Q4
$16K Hold
699
﹤0.01% 1163
2014
Q3
$18K Sell
699
-66
-9% -$1.7K ﹤0.01% 1022
2014
Q2
$21K Sell
765
-84
-10% -$2.31K ﹤0.01% 1001
2014
Q1
$23K Hold
849
﹤0.01% 973
2013
Q4
$24K Hold
849
﹤0.01% 969
2013
Q3
$19K Hold
849
﹤0.01% 958
2013
Q2
$21K Buy
+849
New +$21K ﹤0.01% 911