Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.2K Buy
1,081
+12
+1% +$823 ﹤0.01% 1384
2025
Q1
$69.1K Buy
1,069
+749
+234% +$48.4K ﹤0.01% 1750
2024
Q4
$33.8K Sell
320
-7
-2% -$740 ﹤0.01% 1484
2024
Q3
$33K Buy
327
+177
+118% +$17.8K ﹤0.01% 1353
2024
Q2
$15.9K Hold
150
﹤0.01% 1408
2024
Q1
$21.1K Hold
150
﹤0.01% 1343
2023
Q4
$18.3K Buy
+150
New +$18.3K ﹤0.01% 1390
2022
Q3
Sell
-150
Closed -$8K 2458
2022
Q2
$8K Hold
150
﹤0.01% 2043
2022
Q1
$11K Hold
150
﹤0.01% 2062
2021
Q4
$15K Hold
150
﹤0.01% 2027
2021
Q3
$15K Hold
150
﹤0.01% 2071
2021
Q2
$16K Hold
150
﹤0.01% 2026
2021
Q1
$16K Sell
150
-38
-20% -$4.05K ﹤0.01% 2184
2020
Q4
$19K Sell
188
-203
-52% -$20.5K ﹤0.01% 1948
2020
Q3
$24K Hold
391
﹤0.01% 1580
2020
Q2
$17K Hold
391
﹤0.01% 1696
2020
Q1
$14K Hold
391
﹤0.01% 1661
2019
Q4
$40K Hold
391
﹤0.01% 1372
2019
Q3
$34K Sell
391
-24
-6% -$2.09K ﹤0.01% 1365
2019
Q2
$39K Hold
415
﹤0.01% 1319
2019
Q1
$50K Hold
415
﹤0.01% 1143
2018
Q4
$38K Buy
415
+9
+2% +$824 ﹤0.01% 1227
2018
Q3
$58K Buy
406
+256
+171% +$36.6K ﹤0.01% 1103
2018
Q2
$22K Hold
150
﹤0.01% 1407
2018
Q1
$22K Hold
150
﹤0.01% 1351
2017
Q4
$20K Hold
150
﹤0.01% 1383
2017
Q3
$18K Hold
150
﹤0.01% 1370
2017
Q2
$17K Hold
150
﹤0.01% 1341
2017
Q1
$15K Sell
150
-53
-26% -$5.3K ﹤0.01% 1350
2016
Q4
$18K Hold
203
﹤0.01% 1234
2016
Q3
$22K Buy
203
+53
+35% +$5.74K ﹤0.01% 1102
2016
Q2
$14K Hold
150
﹤0.01% 1233
2016
Q1
$14K Buy
+150
New +$14K ﹤0.01% 1200