Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Hold
19
﹤0.01% 282
2025
Q1
$1K Hold
19
﹤0.01% 271
2024
Q4
$1K Hold
19
﹤0.01% 274
2024
Q3
$2K Hold
19
﹤0.01% 288
2024
Q2
$1K Hold
19
﹤0.01% 290
2024
Q1
$2K Hold
19
﹤0.01% 285
2023
Q4
$2K Hold
19
﹤0.01% 286
2023
Q3
$2K Sell
19
-100
-84% -$10.5K ﹤0.01% 324
2023
Q2
$13K Buy
119
+100
+526% +$10.9K ﹤0.01% 278
2023
Q1
$2K Hold
19
﹤0.01% 272
2022
Q4
$2K Buy
19
+1
+6% +$105 ﹤0.01% 268
2022
Q3
$2K Buy
+18
New +$2K ﹤0.01% 273
2022
Q2
Sell
-6,134
Closed -$825K 364
2022
Q1
$825K Hold
6,134
0.03% 147
2021
Q4
$1.02M Buy
6,134
+23
+0.4% +$3.83K 0.03% 135
2021
Q3
$887K Buy
6,111
+11
+0.2% +$1.6K 0.03% 140
2021
Q2
$942K Hold
6,100
0.03% 132
2021
Q1
$811K Hold
6,100
0.03% 136
2020
Q4
$863K Hold
6,100
0.03% 122
2020
Q3
$766K Sell
6,100
-5,124
-46% -$643K 0.03% 131
2020
Q2
$1.1M Buy
+11,224
New +$1.1M 0.04% 112
2017
Q2
Sell
-300
Closed -$17K 274
2017
Q1
$17K Buy
+300
New +$17K ﹤0.01% 247
2013
Q4
Sell
-5,240
Closed -$190K 256
2013
Q3
$190K Buy
+5,240
New +$190K 0.02% 174