Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.4K Sell
597
-1,299
-69% -$42.1K ﹤0.01% 2042
2025
Q1
$58.6K Buy
1,896
+1,320
+229% +$40.8K ﹤0.01% 1832
2024
Q4
$15.8K Hold
576
﹤0.01% 1841
2024
Q3
$17.5K Buy
+576
New +$17.5K ﹤0.01% 1607
2022
Q2
Sell
-82
Closed -$2K 2638
2022
Q1
$2K Buy
82
+8
+11% +$195 ﹤0.01% 2535
2021
Q4
$2K Sell
74
-37
-33% -$1K ﹤0.01% 2572
2021
Q3
$2K Hold
111
﹤0.01% 2640
2021
Q2
$2K Hold
111
﹤0.01% 2648
2021
Q1
$2K Hold
111
﹤0.01% 2873
2020
Q4
$2K Sell
111
-50
-31% -$901 ﹤0.01% 2687
2020
Q3
$2K Hold
161
﹤0.01% 2401
2020
Q2
$3K Hold
161
﹤0.01% 2270
2020
Q1
$2K Sell
161
-700
-81% -$8.7K ﹤0.01% 2246
2019
Q4
$26K Hold
861
﹤0.01% 1570
2019
Q3
$26K Hold
861
﹤0.01% 1484
2019
Q2
$28K Hold
861
﹤0.01% 1463
2019
Q1
$30K Buy
861
+700
+435% +$24.4K ﹤0.01% 1381
2018
Q4
$5K Hold
161
﹤0.01% 1977
2018
Q3
$6K Hold
161
﹤0.01% 2004
2018
Q2
$5K Hold
161
﹤0.01% 1904
2018
Q1
$5K Hold
161
﹤0.01% 1843
2017
Q4
$5K Sell
161
-101
-39% -$3.14K ﹤0.01% 1806
2017
Q3
$8K Hold
262
﹤0.01% 1634
2017
Q2
$7K Hold
262
﹤0.01% 1632
2017
Q1
$8K Buy
262
+212
+424% +$6.47K ﹤0.01% 1550
2016
Q4
$1K Hold
50
﹤0.01% 1943
2016
Q3
$1K Hold
50
﹤0.01% 1865
2016
Q2
$1K Hold
50
﹤0.01% 1730
2016
Q1
$1K Buy
+50
New +$1K ﹤0.01% 1712