Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102K Hold
1,244
0.02% 314
2025
Q1
$123K Sell
1,244
-251
-17% -$24.9K 0.02% 290
2024
Q4
$150K Hold
1,495
0.02% 265
2024
Q3
$136K Hold
1,495
0.02% 281
2024
Q2
$122K Sell
1,495
-466
-24% -$38K 0.02% 280
2024
Q1
$157K Sell
1,961
-28
-1% -$2.25K 0.03% 258
2023
Q4
$140K Sell
1,989
-66
-3% -$4.64K 0.03% 258
2023
Q3
$130K Buy
2,055
+2,004
+3,929% +$127K 0.03% 260
2023
Q2
$3.15K Hold
51
﹤0.01% 802
2023
Q1
$3.24K Hold
51
﹤0.01% 789
2022
Q4
$3.35K Hold
51
﹤0.01% 785
2022
Q3
$2.61K Hold
51
﹤0.01% 808
2022
Q2
$2.83K Hold
51
﹤0.01% 783
2022
Q1
$3.6K Hold
51
﹤0.01% 746
2021
Q4
$3K Sell
51
-200
-80% -$11.8K ﹤0.01% 764
2021
Q3
$14.6K Hold
251
﹤0.01% 616
2021
Q2
$14K Hold
251
﹤0.01% 626
2021
Q1
$12.7K Hold
251
﹤0.01% 622
2020
Q4
$9.63K Sell
251
-24
-9% -$921 ﹤0.01% 648
2020
Q3
$7.15K Hold
275
﹤0.01% 650
2020
Q2
$9.14K Sell
275
-100
-27% -$3.32K ﹤0.01% 583
2020
Q1
$8.18K Hold
375
0.01% 544
2019
Q4
$28.4K Hold
375
0.02% 409
2019
Q3
$27.6K Hold
375
0.02% 366
2019
Q2
$25.8K Hold
375
0.02% 366
2019
Q1
$26.2K Buy
375
+175
+88% +$12.2K 0.02% 350
2018
Q4
$10.8K Hold
200
0.01% 449
2018
Q3
$13.6K Hold
200
0.01% 430
2018
Q2
$14K Hold
200
0.01% 414
2018
Q1
$11.4K Hold
200
0.01% 421
2017
Q4
$10.7K Hold
200
0.01% 422
2017
Q3
$11.1K Hold
200
0.01% 423
2017
Q2
$10.4K Hold
200
0.01% 388
2017
Q1
$11.1K Sell
200
-239
-54% -$13.3K 0.01% 356
2016
Q4
$25.2K Buy
+439
New +$25.2K 0.02% 260