Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.6K Buy
1,557
+1,478
+1,871% +$44.2K ﹤0.01% 202
2025
Q1
$2.67K Buy
+79
New +$2.67K ﹤0.01% 317
2024
Q2
Sell
-2
Closed -$75 382
2024
Q1
$75 Sell
2
-117
-98% -$4.39K ﹤0.01% 308
2023
Q4
$4.21K Buy
+119
New +$4.21K ﹤0.01% 265
2021
Q2
Sell
-629
Closed -$15K 396
2021
Q1
$15K Sell
629
-429
-41% -$10.2K ﹤0.01% 267
2020
Q4
$22K Hold
1,058
﹤0.01% 227
2020
Q3
$18K Hold
1,058
﹤0.01% 222
2020
Q2
$25K Sell
1,058
-174
-14% -$4.11K ﹤0.01% 179
2020
Q1
$30K Hold
1,232
﹤0.01% 168
2019
Q4
$46K Hold
1,232
﹤0.01% 158
2019
Q3
$47K Sell
1,232
-21
-2% -$801 ﹤0.01% 154
2019
Q2
$51K Hold
1,253
﹤0.01% 149
2019
Q1
$54K Buy
1,253
+161
+15% +$6.94K ﹤0.01% 149
2018
Q4
$40K Sell
1,092
-16
-1% -$586 ﹤0.01% 162
2018
Q3
$49K Sell
1,108
-16
-1% -$708 ﹤0.01% 145
2018
Q2
$48K Sell
1,124
-2,920
-72% -$125K ﹤0.01% 147
2018
Q1
$152K Sell
4,044
-61
-1% -$2.29K 0.01% 114
2017
Q4
$158K Buy
4,105
+2,836
+223% +$109K 0.01% 116
2017
Q3
$44K Buy
1,269
+76
+6% +$2.64K ﹤0.01% 140
2017
Q2
$37K Sell
1,193
-20
-2% -$620 ﹤0.01% 142
2017
Q1
$37K Sell
1,213
-22
-2% -$671 ﹤0.01% 132
2016
Q4
$40K Sell
1,235
-6,302
-84% -$204K ﹤0.01% 139
2016
Q3
$223K Buy
7,537
+6,280
+500% +$186K 0.01% 107
2016
Q2
$38K Hold
1,257
﹤0.01% 143
2016
Q1
$32K Hold
1,257
﹤0.01% 147
2015
Q4
$33K Hold
1,257
﹤0.01% 148
2015
Q3
$32K Hold
1,257
﹤0.01% 144
2015
Q2
$42K Sell
1,257
-18
-1% -$601 ﹤0.01% 152
2015
Q1
$41K Hold
1,275
﹤0.01% 139
2014
Q4
$40.3K Sell
1,275
-18
-1% -$569 ﹤0.01% 133
2014
Q3
$46.5K Hold
1,293
﹤0.01% 131
2014
Q2
$55.8K Buy
+1,293
New +$55.8K ﹤0.01% 131