Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92.3K Hold
1,135
﹤0.01% 686
2025
Q1
$68.6K Hold
1,135
﹤0.01% 729
2024
Q4
$96.3K Hold
1,135
﹤0.01% 668
2024
Q3
$69.9K Sell
1,135
-4
-0.4% -$246 ﹤0.01% 713
2024
Q2
$54.9K Sell
1,139
-1,400
-55% -$67.5K ﹤0.01% 761
2024
Q1
$126K Hold
2,539
﹤0.01% 637
2023
Q4
$114K Hold
2,539
﹤0.01% 640
2023
Q3
$120K Sell
2,539
-1,963
-44% -$92.8K ﹤0.01% 630
2023
Q2
$191K Buy
4,502
+2,000
+80% +$85K 0.01% 558
2023
Q1
$131K Sell
2,502
-210
-8% -$11K ﹤0.01% 613
2022
Q4
$138K Sell
2,712
-562
-17% -$28.7K ﹤0.01% 590
2022
Q3
$133K Buy
3,274
+1,400
+75% +$56.9K ﹤0.01% 590
2022
Q2
$86K Sell
1,874
-41
-2% -$1.88K ﹤0.01% 671
2022
Q1
$116K Sell
1,915
-75
-4% -$4.54K ﹤0.01% 663
2021
Q4
$153K Hold
1,990
﹤0.01% 617
2021
Q3
$102K Hold
1,990
﹤0.01% 654
2021
Q2
$113K Hold
1,990
﹤0.01% 614
2021
Q1
$109K Sell
1,990
-316
-14% -$17.3K ﹤0.01% 588
2020
Q4
$122K Sell
2,306
-2,933
-56% -$155K 0.01% 551
2020
Q3
$208K Sell
5,239
-11,955
-70% -$475K 0.01% 445
2020
Q2
$931K Buy
17,194
+15,951
+1,283% +$864K 0.05% 246
2020
Q1
$49K Sell
1,243
-487
-28% -$19.2K ﹤0.01% 611
2019
Q4
$74K Buy
1,730
+745
+76% +$31.9K ﹤0.01% 619
2019
Q3
$39K Buy
+985
New +$39K ﹤0.01% 690
2017
Q3
Sell
-837
Closed -$21K 1257
2017
Q2
$21K Sell
837
-1,163
-58% -$29.2K ﹤0.01% 830
2017
Q1
$47K Hold
2,000
﹤0.01% 738
2016
Q4
$49K Sell
2,000
-367
-16% -$8.99K ﹤0.01% 706
2016
Q3
$52K Hold
2,367
﹤0.01% 668
2016
Q2
$44K Sell
2,367
-118
-5% -$2.19K ﹤0.01% 706
2016
Q1
$47K Buy
2,485
+1,804
+265% +$34.1K ﹤0.01% 690
2015
Q4
$14K Buy
+681
New +$14K ﹤0.01% 920