Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15K Hold
500
﹤0.01% 317
2025
Q1
$16.9K Hold
500
﹤0.01% 316
2024
Q4
$14.8K Sell
500
-238
-32% -$7.03K ﹤0.01% 319
2024
Q3
$23.2K Hold
738
﹤0.01% 301
2024
Q2
$26.6K Hold
738
﹤0.01% 298
2024
Q1
$27.8K Hold
738
﹤0.01% 298
2023
Q4
$26.1K Hold
738
﹤0.01% 306
2023
Q3
$28.6K Sell
738
-1,410
-66% -$54.6K ﹤0.01% 299
2023
Q2
$75.8K Hold
2,148
0.01% 261
2023
Q1
$81.5K Sell
2,148
-159
-7% -$6.03K 0.01% 261
2022
Q4
$80.6K Buy
2,307
+159
+7% +$5.55K 0.01% 264
2022
Q3
$62K Buy
2,148
+238
+12% +$6.87K 0.01% 276
2022
Q2
$54K Hold
1,910
0.01% 284
2022
Q1
$56K Hold
1,910
0.01% 289
2021
Q4
$51K Hold
1,910
0.01% 306
2021
Q3
$52K Sell
1,910
-350
-15% -$9.53K 0.01% 313
2021
Q2
$60K Hold
2,260
0.01% 305
2021
Q1
$55K Hold
2,260
0.01% 303
2020
Q4
$46K Hold
2,260
0.01% 307
2020
Q3
$39K Hold
2,260
0.01% 312
2020
Q2
$53K Hold
2,260
0.01% 287
2020
Q1
$55K Hold
2,260
0.01% 261
2019
Q4
$85K Hold
2,260
0.02% 255
2019
Q3
$86K Sell
2,260
-38
-2% -$1.45K 0.02% 238
2019
Q2
$94K Hold
2,298
0.02% 241
2019
Q1
$99K Sell
2,298
-34
-1% -$1.47K 0.02% 233
2018
Q4
$86K Sell
2,332
-35
-1% -$1.29K 0.02% 235
2018
Q3
$104K Sell
2,367
-34
-1% -$1.49K 0.02% 236
2018
Q2
$103K Sell
2,401
-31
-1% -$1.33K 0.02% 232
2018
Q1
$92K Buy
2,432
+72
+3% +$2.72K 0.02% 241
2017
Q4
$91K Buy
2,360
+1,528
+184% +$58.9K 0.01% 344
2017
Q3
$29K Sell
832
-14
-2% -$488 ﹤0.01% 393
2017
Q2
$26K Sell
846
-14
-2% -$430 ﹤0.01% 394
2017
Q1
$26K Buy
860
+101
+13% +$3.05K 0.01% 288
2016
Q4
$24K Sell
759
-14
-2% -$443 0.01% 288
2016
Q3
$23K Hold
773
0.01% 297
2016
Q2
$23K Hold
773
0.01% 296
2016
Q1
$20K Buy
773
+119
+18% +$3.08K ﹤0.01% 311
2015
Q4
$17K Buy
654
+416
+175% +$10.8K ﹤0.01% 320
2015
Q3
$6K Buy
238
+119
+100% +$3K ﹤0.01% 325
2015
Q2
$4K Sell
119
-2
-2% -$67 ﹤0.01% 344
2015
Q1
$4K Sell
121
-38
-24% -$1.26K ﹤0.01% 340
2014
Q4
$5K Buy
+159
New +$5K ﹤0.01% 336