Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58.5K Sell
1,135
-1,135
-50% -$58.5K ﹤0.01% 1483
2025
Q1
$121K Buy
2,270
+1,135
+100% +$60.7K ﹤0.01% 1458
2024
Q4
$54.3K Buy
1,135
+409
+56% +$19.6K ﹤0.01% 1281
2024
Q3
$32.3K Buy
726
+200
+38% +$8.89K ﹤0.01% 1362
2024
Q2
$22.4K Buy
526
+426
+426% +$18.1K ﹤0.01% 1309
2024
Q1
$4.16K Hold
100
﹤0.01% 1749
2023
Q4
$3.67K Hold
100
﹤0.01% 1796
2023
Q3
$3.56K Hold
100
﹤0.01% 1833
2023
Q2
$3.39K Hold
100
﹤0.01% 1832
2023
Q1
$3.45K Hold
100
﹤0.01% 1810
2022
Q4
$3.28K Buy
+100
New +$3.28K ﹤0.01% 1792
2022
Q3
Sell
-3,806
Closed -$112K 2358
2022
Q2
$112K Hold
3,806
0.01% 974
2022
Q1
$126K Buy
3,806
+1,502
+65% +$49.7K 0.01% 994
2021
Q4
$68K Hold
2,304
﹤0.01% 1337
2021
Q3
$66K Buy
2,304
+360
+19% +$10.3K ﹤0.01% 1355
2021
Q2
$58K Hold
1,944
﹤0.01% 1405
2021
Q1
$52K Sell
1,944
-819
-30% -$21.9K ﹤0.01% 1614
2020
Q4
$70K Sell
2,763
-2,625
-49% -$66.5K ﹤0.01% 1298
2020
Q3
$86K Hold
5,388
﹤0.01% 1006
2020
Q2
$93K Buy
5,388
+937
+21% +$16.2K 0.01% 949
2020
Q1
$48K Buy
4,451
+3,656
+460% +$39.4K ﹤0.01% 1128
2019
Q4
$20K Sell
795
-200
-20% -$5.03K ﹤0.01% 1690
2019
Q3
$27K Hold
995
﹤0.01% 1474
2019
Q2
$32K Hold
995
﹤0.01% 1408
2019
Q1
$32K Sell
995
-218
-18% -$7.01K ﹤0.01% 1359
2018
Q4
$36K Buy
1,213
+339
+39% +$10.1K ﹤0.01% 1251
2018
Q3
$30K Buy
874
+1
+0.1% +$34 ﹤0.01% 1406
2018
Q2
$29K Buy
873
+2
+0.2% +$66 ﹤0.01% 1299
2018
Q1
$28K Sell
871
-320
-27% -$10.3K ﹤0.01% 1249
2017
Q4
$26K Hold
1,191
﹤0.01% 1285
2017
Q3
$41K Hold
1,191
﹤0.01% 1050
2017
Q2
$39K Hold
1,191
﹤0.01% 1026
2017
Q1
$42K Buy
1,191
+906
+318% +$32K ﹤0.01% 952
2016
Q4
$9K Hold
285
﹤0.01% 1467
2016
Q3
$9K Sell
285
-287
-50% -$9.06K ﹤0.01% 1399
2016
Q2
$18K Buy
572
+244
+74% +$7.68K ﹤0.01% 1148
2016
Q1
$9K Buy
+328
New +$9K ﹤0.01% 1344