Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.3K Hold
300
0.01% 320
2025
Q1
$20.3K Hold
300
0.01% 309
2024
Q4
$18.6K Hold
300
0.01% 323
2024
Q3
$19.5K Hold
300
0.01% 336
2024
Q2
$16.1K Hold
300
0.01% 353
2024
Q1
$15.8K Hold
300
0.01% 344
2023
Q4
$13.1K Hold
300
0.01% 341
2023
Q3
$13.2K Hold
300
0.01% 336
2023
Q2
$13.4K Sell
300
-43
-13% -$1.92K 0.01% 312
2023
Q1
$15.2K Hold
343
0.01% 309
2022
Q4
$14.2K Sell
343
-31
-8% -$1.29K 0.01% 303
2022
Q3
$14K Hold
374
0.01% 307
2022
Q2
$16K Hold
374
0.01% 292
2022
Q1
$21K Sell
374
-129
-26% -$7.24K 0.01% 279
2021
Q4
$33K Sell
503
-183
-27% -$12K 0.02% 251
2021
Q3
$48K Sell
686
-496
-42% -$34.7K 0.03% 227
2021
Q2
$83K Sell
1,182
-242
-17% -$17K 0.05% 197
2021
Q1
$87K Sell
1,424
-66
-4% -$4.03K 0.06% 191
2020
Q4
$75K Hold
1,490
0.06% 191
2020
Q3
$78K Sell
1,490
-101
-6% -$5.29K 0.07% 179
2020
Q2
$83K Sell
1,591
-670
-30% -$35K 0.07% 181
2020
Q1
$68K Sell
2,261
-1,776
-44% -$53.4K 0.07% 182
2019
Q4
$146K Sell
4,037
-294
-7% -$10.6K 0.12% 163
2019
Q3
$169K Buy
4,331
+3,931
+983% +$153K 0.16% 145
2019
Q2
$16K Hold
400
0.01% 328
2019
Q1
$15K Buy
400
+300
+300% +$11.3K 0.01% 262
2018
Q4
$3K Hold
100
﹤0.01% 311
2018
Q3
$3K Sell
100
-26
-21% -$780 ﹤0.01% 276
2018
Q2
$5K Sell
126
-32
-20% -$1.27K ﹤0.01% 264
2018
Q1
$6K Hold
158
﹤0.01% 255
2017
Q4
$6K Buy
+158
New +$6K ﹤0.01% 283