Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.8K Hold
520
0.01% 255
2025
Q1
$57.8K Buy
520
+247
+90% +$27.5K 0.01% 256
2024
Q4
$28.2K Hold
273
﹤0.01% 292
2024
Q3
$30.5K Hold
273
﹤0.01% 286
2024
Q2
$24.4K Hold
273
﹤0.01% 304
2024
Q1
$23.4K Hold
273
﹤0.01% 311
2023
Q4
$22.5K Hold
273
﹤0.01% 315
2023
Q3
$21K Hold
273
﹤0.01% 316
2023
Q2
$19.1K Hold
273
﹤0.01% 327
2023
Q1
$17.6K Hold
273
﹤0.01% 346
2022
Q4
$19.6K Sell
273
-1,325
-83% -$95.3K ﹤0.01% 343
2022
Q3
$90K Sell
1,598
-800
-33% -$45.1K 0.01% 256
2022
Q2
$133K Sell
2,398
-2,200
-48% -$122K 0.02% 236
2022
Q1
$296K Sell
4,598
-250
-5% -$16.1K 0.04% 206
2021
Q4
$283K Buy
4,848
+3,525
+266% +$206K 0.03% 216
2021
Q3
$69K Buy
1,323
+1,000
+310% +$52.2K 0.01% 296
2021
Q2
$17K Hold
323
﹤0.01% 366
2021
Q1
$17K Buy
+323
New +$17K ﹤0.01% 364
2018
Q4
Sell
-148
Closed -$7K 480
2018
Q3
$7K Hold
148
﹤0.01% 430
2018
Q2
$6K Hold
148
﹤0.01% 445
2018
Q1
$6K Sell
148
-2,376
-94% -$96.3K ﹤0.01% 470
2017
Q4
$111K Buy
2,524
+524
+26% +$23K 0.01% 323
2017
Q3
$81K Hold
2,000
0.01% 328
2017
Q2
$78K Hold
2,000
0.01% 327
2017
Q1
$72K Hold
2,000
0.02% 222
2016
Q4
$70K Hold
2,000
0.02% 218
2016
Q3
$72K Buy
+2,000
New +$72K 0.02% 215
2016
Q1
Sell
-400
Closed -$12K 446
2015
Q4
$12K Hold
400
﹤0.01% 350
2015
Q3
$12K Hold
400
﹤0.01% 300
2015
Q2
$12K Hold
400
﹤0.01% 303
2015
Q1
$13K Sell
400
-308
-44% -$10K ﹤0.01% 298
2014
Q4
$22K Buy
+708
New +$22K 0.01% 271