Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.1K Hold
500
0.02% 159
2025
Q1
$73.4K Hold
500
0.03% 161
2024
Q4
$64.5K Hold
500
0.02% 164
2024
Q3
$68.3K Hold
500
0.02% 160
2024
Q2
$51.1K Sell
500
-128
-20% -$13.1K 0.02% 174
2024
Q1
$55.7K Buy
628
+36
+6% +$3.19K 0.02% 165
2023
Q4
$54.1K Sell
592
-120
-17% -$11K 0.02% 167
2023
Q3
$55.7K Sell
712
-89
-11% -$6.96K 0.03% 170
2023
Q2
$67.1K Sell
801
-377
-32% -$31.6K 0.04% 162
2023
Q1
$104K Sell
1,178
-191
-14% -$16.8K 0.06% 144
2022
Q4
$137K Sell
1,369
-401
-23% -$40.2K 0.09% 132
2022
Q3
$164K Hold
1,770
0.11% 124
2022
Q2
$192K Buy
1,770
+1,441
+438% +$156K 0.12% 120
2022
Q1
$41K Sell
329
-538
-62% -$67K 0.02% 168
2021
Q4
$129K Buy
867
+209
+32% +$31.1K 0.07% 130
2021
Q3
$96K Buy
658
+90
+16% +$13.1K 0.06% 136
2021
Q2
$94K Hold
568
0.06% 137
2021
Q1
$92K Buy
568
+30
+6% +$4.86K 0.07% 127
2020
Q4
$79K Buy
538
+89
+20% +$13.1K 0.06% 126
2020
Q3
$60K Buy
449
+150
+50% +$20K 0.05% 134
2020
Q2
$39K Buy
+299
New +$39K 0.03% 133
2019
Q4
$57K Buy
389
+30
+8% +$4.4K 0.05% 144
2019
Q3
$49K Hold
359
0.04% 146
2019
Q2
$52K Sell
359
-1,650
-82% -$239K 0.05% 145
2019
Q1
$349K Buy
+2,009
New +$349K 0.33% 83
2018
Q3
$181K Buy
1,029
+317
+45% +$55.8K 0.16% 105
2018
Q2
$126K Hold
712
0.11% 121
2018
Q1
$131K Hold
712
0.13% 119
2017
Q4
$140K Buy
+712
New +$140K 0.13% 118
2015
Q2
Sell
-120
Closed -$16K 209
2015
Q1
$16K Hold
120
0.01% 170
2014
Q4
$16K Hold
120
0.02% 171
2014
Q3
$14K Buy
+120
New +$14K 0.01% 168