Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.3K Buy
410
+42
+11% +$4.33K ﹤0.01% 1665
2025
Q1
$81.6K Buy
368
+194
+111% +$43K ﹤0.01% 1672
2024
Q4
$16.3K Buy
174
+18
+12% +$1.68K ﹤0.01% 1826
2024
Q3
$15.3K Buy
+156
New +$15.3K ﹤0.01% 1661
2024
Q1
Sell
-11
Closed -$1.34K 2123
2023
Q4
$1.34K Buy
+11
New +$1.34K ﹤0.01% 1980
2022
Q3
Sell
-41
Closed -$4K 2005
2022
Q2
$4K Hold
41
﹤0.01% 2231
2022
Q1
$5K Hold
41
﹤0.01% 2309
2021
Q4
$4K Hold
41
﹤0.01% 2434
2021
Q3
$5K Hold
41
﹤0.01% 2429
2021
Q2
$5K Hold
41
﹤0.01% 2426
2021
Q1
$5K Hold
41
﹤0.01% 2628
2020
Q4
$5K Hold
41
﹤0.01% 2446
2020
Q3
$2K Hold
41
﹤0.01% 2371
2020
Q2
$2K Sell
41
-57
-58% -$2.78K ﹤0.01% 2328
2020
Q1
$4K Sell
98
-2
-2% -$82 ﹤0.01% 2079
2019
Q4
$7K Hold
100
﹤0.01% 2083
2019
Q3
$7K Hold
100
﹤0.01% 1989
2019
Q2
$7K Buy
100
+41
+69% +$2.87K ﹤0.01% 2003
2019
Q1
$4K Buy
59
+2
+4% +$136 ﹤0.01% 2069
2018
Q4
$3K Sell
57
-8
-12% -$421 ﹤0.01% 2091
2018
Q3
$3K Hold
65
﹤0.01% 2153
2018
Q2
$3K Hold
65
﹤0.01% 2018
2018
Q1
$4K Hold
65
﹤0.01% 1881
2017
Q4
$4K Hold
65
﹤0.01% 1855
2017
Q3
$4K Hold
65
﹤0.01% 1796
2017
Q2
$4K Hold
65
﹤0.01% 1763
2017
Q1
$3K Hold
65
﹤0.01% 1783
2016
Q4
$3K Sell
65
-70
-52% -$3.23K ﹤0.01% 1733
2016
Q3
$6K Hold
135
﹤0.01% 1498
2016
Q2
$6K Hold
135
﹤0.01% 1448
2016
Q1
$6K Buy
+135
New +$6K ﹤0.01% 1428