Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4K Hold
343
﹤0.01% 365
2025
Q1
$3K Sell
343
-1,100
-76% -$9.62K ﹤0.01% 373
2024
Q4
$14K Sell
1,443
-350
-20% -$3.4K ﹤0.01% 299
2024
Q3
$19K Hold
1,793
﹤0.01% 295
2024
Q2
$22K Sell
1,793
-12,138
-87% -$149K 0.01% 262
2024
Q1
$185K Buy
13,931
+1,350
+11% +$17.9K 0.05% 154
2023
Q4
$153K Hold
12,581
0.04% 162
2023
Q3
$155K Sell
12,581
-1,425
-10% -$17.6K 0.05% 160
2023
Q2
$212K Hold
14,006
0.06% 150
2023
Q1
$175K Buy
14,006
+1,875
+15% +$23.4K 0.05% 156
2022
Q4
$141K Buy
12,131
+500
+4% +$5.81K 0.04% 162
2022
Q3
$131K Buy
11,631
+10,938
+1,578% +$123K 0.04% 160
2022
Q2
$8K Hold
693
﹤0.01% 372
2022
Q1
$12K Hold
693
﹤0.01% 323
2021
Q4
$14K Hold
693
﹤0.01% 312
2021
Q3
$10K Hold
693
﹤0.01% 332
2021
Q2
$10K Hold
693
﹤0.01% 334
2021
Q1
$8K Hold
693
﹤0.01% 295
2020
Q4
$6K Sell
693
-5,000
-88% -$43.3K ﹤0.01% 301
2020
Q3
$38K Hold
5,693
0.02% 193
2020
Q2
$35K Buy
5,693
+3,000
+111% +$18.4K 0.02% 187
2020
Q1
$14K Hold
2,693
0.01% 231
2019
Q4
$25K Hold
2,693
0.01% 204
2019
Q3
$24K Sell
2,693
-750
-22% -$6.68K 0.01% 199
2019
Q2
$36K Hold
3,443
0.02% 173
2019
Q1
$30K Buy
3,443
+343
+11% +$2.99K 0.02% 174
2018
Q4
$24K Hold
3,100
0.02% 176
2018
Q3
$28K Hold
3,100
0.02% 171
2018
Q2
$34K Buy
3,100
+2,000
+182% +$21.9K 0.02% 154
2018
Q1
$12K Buy
1,100
+750
+214% +$8.18K 0.01% 201
2017
Q4
$4K Hold
350
﹤0.01% 228
2017
Q3
$4K Hold
350
﹤0.01% 235
2017
Q2
$4K Sell
350
-3,509
-91% -$40.1K ﹤0.01% 222
2017
Q1
$45K Buy
3,859
+2,159
+127% +$25.2K 0.03% 126
2016
Q4
$20K Buy
1,700
+1,350
+386% +$15.9K 0.02% 158
2016
Q3
$4K Hold
350
﹤0.01% 232
2016
Q2
$4K Hold
350
﹤0.01% 168
2016
Q1
$5K Hold
350
﹤0.01% 160
2015
Q4
$5K Buy
+350
New +$5K ﹤0.01% 162