Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36K Buy
126
+1
+0.8% +$286 ﹤0.01% 86
2025
Q1
$38K Buy
125
+1
+0.8% +$304 ﹤0.01% 88
2024
Q4
$32K Hold
124
﹤0.01% 150
2024
Q3
$40K Buy
124
+1
+0.8% +$323 ﹤0.01% 142
2024
Q2
$38K Hold
123
﹤0.01% 142
2024
Q1
$35K Buy
123
+1
+0.8% +$285 ﹤0.01% 150
2023
Q4
$35K Sell
122
-30
-20% -$8.61K ﹤0.01% 151
2023
Q3
$41K Buy
152
+1
+0.7% +$270 0.01% 137
2023
Q2
$34K Buy
151
+20
+15% +$4.5K 0.01% 144
2023
Q1
$32K Buy
131
+1
+0.8% +$244 0.01% 132
2022
Q4
$34K Hold
130
0.01% 128
2022
Q3
$29K Buy
130
+1
+0.8% +$223 0.01% 132
2022
Q2
$32K Hold
129
0.01% 131
2022
Q1
$31K Buy
+129
New +$31K ﹤0.01% 140
2021
Q3
Sell
-100
Closed -$25K 224
2021
Q2
$25K Hold
100
﹤0.01% 160
2021
Q1
$25K Sell
100
-1,190
-92% -$298K ﹤0.01% 136
2020
Q4
$297K Buy
1,290
+1,190
+1,190% +$274K 0.05% 25
2020
Q3
$26K Hold
100
0.01% 120
2020
Q2
$26K Hold
100
0.01% 115
2020
Q1
$20K Hold
100
0.01% 115
2019
Q4
$24K Hold
100
﹤0.01% 116
2019
Q3
$19K Hold
100
﹤0.01% 116
2019
Q2
$18K Hold
100
﹤0.01% 120
2019
Q1
$19K Hold
100
﹤0.01% 136
2018
Q4
$19K Hold
100
﹤0.01% 135
2018
Q3
$21K Hold
100
﹤0.01% 134
2018
Q2
$18K Hold
100
﹤0.01% 134
2018
Q1
$17K Hold
100
﹤0.01% 114
2017
Q4
$17K Hold
100
﹤0.01% 117
2017
Q3
$19K Hold
100
﹤0.01% 118
2017
Q2
$17K Sell
100
-500
-83% -$85K ﹤0.01% 128
2017
Q1
$98K Buy
600
+500
+500% +$81.7K 0.03% 63
2016
Q4
$15K Hold
100
0.01% 123
2016
Q3
$17K Hold
100
0.01% 124
2016
Q2
$15K Hold
100
0.01% 127
2016
Q1
$15K Hold
100
0.01% 115
2015
Q4
$16K Hold
100
0.01% 117
2015
Q3
$14K Hold
100
0.01% 117
2015
Q2
$15K Hold
100
0.01% 244
2015
Q1
$16K Hold
100
0.01% 247
2014
Q4
$16K Hold
100
0.01% 232
2014
Q3
$14K Hold
100
0.01% 258
2014
Q2
$12K Sell
100
-157
-61% -$18.8K 0.01% 282
2014
Q1
$32K Hold
257
0.02% 158
2013
Q4
$29K Buy
+257
New +$29K 0.02% 157