Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.57K Sell
19
-33
-63% -$14.9K ﹤0.01% 3015
2025
Q1
$2.58K Buy
52
+1
+2% +$50 ﹤0.01% 3064
2024
Q4
$3.56K Buy
51
+12
+31% +$839 ﹤0.01% 2917
2024
Q3
$4.09K Buy
39
+14
+56% +$1.47K ﹤0.01% 2727
2024
Q2
$3.56K Sell
25
-250
-91% -$35.6K ﹤0.01% 2670
2024
Q1
$30.7K Sell
275
-35
-11% -$3.9K ﹤0.01% 1778
2023
Q4
$40.2K Buy
310
+10
+3% +$1.3K ﹤0.01% 1628
2023
Q3
$48.9K Buy
300
+35
+13% +$5.71K ﹤0.01% 1566
2023
Q2
$48.6K Sell
265
-20
-7% -$3.67K ﹤0.01% 1619
2023
Q1
$6.2K Sell
285
-111
-28% -$2.41K ﹤0.01% 2485
2022
Q4
$27K Buy
396
+20
+5% +$1.36K ﹤0.01% 2663
2022
Q3
$15K Sell
376
-5
-1% -$199 ﹤0.01% 3314
2022
Q2
$15K Hold
381
﹤0.01% 3071
2022
Q1
$15K Buy
+381
New +$15K ﹤0.01% 3071
2021
Q3
Hold
0
3300
2021
Q2
Hold
0
3010
2021
Q1
Sell
-25
Closed -$1K 2945
2020
Q4
$1K Hold
25
﹤0.01% 2688
2020
Q3
$1K Buy
+25
New +$1K ﹤0.01% 2558
2020
Q2
Hold
0
2691
2020
Q1
Hold
0
2697
2019
Q4
Hold
0
2812
2019
Q3
Hold
0
3041
2018
Q4
Sell
-49
Closed -$1K 3444
2018
Q3
$1K Buy
+49
New +$1K ﹤0.01% 3596
2018
Q2
Sell
-1,310
Closed -$38K 3800
2018
Q1
$38K Hold
1,310
﹤0.01% 1977
2017
Q4
$38K Buy
+1,310
New +$38K ﹤0.01% 1971
2017
Q2
Sell
-7
Closed 4024
2017
Q1
$0 Hold
7
﹤0.01% 3928
2016
Q4
$0 Hold
7
﹤0.01% 3927
2016
Q3
$0 Hold
7
﹤0.01% 3863
2016
Q2
$0 Buy
+7
New ﹤0.01% 3800
2016
Q1
Sell
-7
Closed 2350
2015
Q4
$0 Buy
+7
New ﹤0.01% 3686