Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.2K Sell
2,397
-175
-7% -$3.52K ﹤0.01% 809
2025
Q1
$62.3K Buy
2,572
+400
+18% +$9.7K ﹤0.01% 746
2024
Q4
$73.4K Hold
2,172
﹤0.01% 717
2024
Q3
$104K Sell
2,172
-4,745
-69% -$228K ﹤0.01% 645
2024
Q2
$326K Sell
6,917
-60
-0.9% -$2.83K 0.01% 466
2024
Q1
$410K Buy
6,977
+37
+0.5% +$2.18K 0.01% 445
2023
Q4
$374K Sell
6,940
-515
-7% -$27.8K 0.01% 444
2023
Q3
$373K Sell
7,455
-300
-4% -$15K 0.01% 443
2023
Q2
$399K Hold
7,755
0.01% 453
2023
Q1
$430K Sell
7,755
-270
-3% -$15K 0.01% 430
2022
Q4
$425K Buy
8,025
+160
+2% +$8.47K 0.01% 413
2022
Q3
$338K Buy
7,865
+675
+9% +$29K 0.01% 436
2022
Q2
$333K Buy
7,190
+435
+6% +$20.1K 0.01% 439
2022
Q1
$353K Buy
6,755
+1,400
+26% +$73.2K 0.01% 465
2021
Q4
$308K Buy
5,355
+450
+9% +$25.9K 0.01% 509
2021
Q3
$236K Buy
4,905
+3,905
+391% +$188K 0.01% 519
2021
Q2
$46K Hold
1,000
﹤0.01% 748
2021
Q1
$38K Sell
1,000
-1,000
-50% -$38K ﹤0.01% 736
2020
Q4
$49K Sell
2,000
-650
-25% -$15.9K ﹤0.01% 688
2020
Q3
$33K Sell
2,650
-2,000
-43% -$24.9K ﹤0.01% 707
2020
Q2
$53K Sell
4,650
-4,273
-48% -$48.7K ﹤0.01% 615
2020
Q1
$104K Buy
8,923
+4,273
+92% +$49.8K 0.01% 501
2019
Q4
$80K Hold
4,650
﹤0.01% 601
2019
Q3
$87K Hold
4,650
﹤0.01% 566
2019
Q2
$96K Sell
4,650
-9,098
-66% -$188K 0.01% 564
2019
Q1
$318K Hold
13,748
0.02% 374
2018
Q4
$276K Buy
13,748
+2,000
+17% +$40.2K 0.02% 385
2018
Q3
$302K Hold
11,748
0.02% 396
2018
Q2
$337K Hold
11,748
0.02% 385
2018
Q1
$357K Hold
11,748
0.02% 377
2017
Q4
$418K Buy
11,748
+1,000
+9% +$35.6K 0.03% 364
2017
Q3
$368K Buy
10,748
+328
+3% +$11.2K 0.02% 363
2017
Q2
$315K Sell
10,420
-350
-3% -$10.6K 0.02% 382
2017
Q1
$354K Buy
10,770
+1,000
+10% +$32.9K 0.02% 356
2016
Q4
$250K Buy
9,770
+7,570
+344% +$194K 0.02% 408
2016
Q3
$45K Hold
2,200
﹤0.01% 702
2016
Q2
$55K Hold
2,200
﹤0.01% 645
2016
Q1
$38K Sell
2,200
-800
-27% -$13.8K ﹤0.01% 746
2015
Q4
$52K Buy
3,000
+500
+20% +$8.67K ﹤0.01% 637
2015
Q3
$42K Buy
2,500
+500
+25% +$8.4K ﹤0.01% 668
2015
Q2
$54K Hold
2,000
﹤0.01% 648
2015
Q1
$64K Hold
2,000
0.01% 599
2014
Q4
$46K Hold
2,000
﹤0.01% 666
2014
Q3
$51K Hold
2,000
﹤0.01% 655
2014
Q2
$54K Hold
2,000
﹤0.01% 655
2014
Q1
$55K Hold
2,000
﹤0.01% 654
2013
Q4
$58K Hold
2,000
﹤0.01% 634
2013
Q3
$46K Sell
2,000
-500
-20% -$11.5K ﹤0.01% 667
2013
Q2
$60K Buy
+2,500
New +$60K 0.01% 558