Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.7K Buy
7
+1
+17% +$7.39K ﹤0.01% 1222
2025
Q1
$43.5K Hold
6
﹤0.01% 1238
2024
Q4
$49.1K Hold
6
﹤0.01% 1209
2024
Q3
$58.9K Buy
6
+1
+20% +$9.81K ﹤0.01% 1112
2024
Q2
$37.9K Hold
5
﹤0.01% 1226
2024
Q1
$40.5K Hold
5
﹤0.01% 1194
2023
Q4
$35K Buy
5
+1
+25% +$7K ﹤0.01% 1220
2023
Q3
$23.9K Sell
4
-8
-67% -$47.7K ﹤0.01% 1299
2023
Q2
$76.2K Buy
+12
New +$76.2K ﹤0.01% 912
2021
Q2
Sell
-2
Closed -$9K 1962
2021
Q1
$9K Sell
2
-1
-33% -$4.5K ﹤0.01% 1359
2020
Q4
$12K Buy
3
+1
+50% +$4K ﹤0.01% 1250
2020
Q3
$8K Hold
2
﹤0.01% 1268
2020
Q2
$7K Hold
2
﹤0.01% 1277
2020
Q1
$5K Hold
2
﹤0.01% 1337
2019
Q4
$8K Hold
2
﹤0.01% 1443
2019
Q3
$7K Hold
2
﹤0.01% 1330
2019
Q2
$7K Hold
2
﹤0.01% 1362
2019
Q1
$6K Hold
2
﹤0.01% 1360
2018
Q4
$5K Hold
2
﹤0.01% 1439
2018
Q3
$5K Sell
2
-45
-96% -$113K ﹤0.01% 1505
2018
Q2
$140K Buy
47
+5
+12% +$14.9K ﹤0.01% 623
2018
Q1
$118K Sell
42
-7
-14% -$19.7K ﹤0.01% 706
2017
Q4
$172K Hold
49
﹤0.01% 613
2017
Q3
$140K Sell
49
-5
-9% -$14.3K ﹤0.01% 667
2017
Q2
$130K Sell
54
-3
-5% -$7.22K ﹤0.01% 670
2017
Q1
$120K Buy
57
+53
+1,325% +$112K ﹤0.01% 683
2016
Q4
$7K Hold
4
﹤0.01% 1249
2016
Q3
$7K Hold
4
﹤0.01% 1289
2016
Q2
$7K Sell
4
-9
-69% -$15.8K ﹤0.01% 1284
2016
Q1
$17K Buy
13
+8
+160% +$10.5K ﹤0.01% 1391
2015
Q4
$8K Hold
5
﹤0.01% 1379
2015
Q3
$8K Hold
5
﹤0.01% 1444
2015
Q2
$7K Sell
5
-8
-62% -$11.2K ﹤0.01% 1545
2015
Q1
$17K Buy
+13
New +$17K ﹤0.01% 1400