Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.6K Buy
+97
New +$42.6K ﹤0.01% 2133
2025
Q1
Hold
0
-$657 3419
2024
Q4
Hold
0
3359
2024
Q3
Sell
-10
Closed -$1.07K 3308
2024
Q2
$1.07K Hold
10
﹤0.01% 2973
2024
Q1
$1.2K Buy
+10
New +$1.2K ﹤0.01% 2821
2023
Q4
Sell
-224
Closed -$21.6K 3047
2023
Q3
$21.6K Hold
224
﹤0.01% 1909
2023
Q2
$19K Hold
224
﹤0.01% 2030
2023
Q1
$33.7K Sell
224
-324
-59% -$48.8K ﹤0.01% 1768
2022
Q4
$93K Buy
548
+277
+102% +$47K ﹤0.01% 1783
2022
Q3
$41K Sell
271
-42
-13% -$6.35K ﹤0.01% 2518
2022
Q2
$48K Hold
313
﹤0.01% 2195
2022
Q1
$48K Buy
+313
New +$48K ﹤0.01% 2195
2021
Q3
Hold
0
3347
2021
Q2
Hold
0
3058
2021
Q1
Hold
0
2993
2020
Q4
Hold
0
2928
2020
Q3
Hold
0
2827
2020
Q2
Sell
-100
Closed -$5K 2720
2020
Q1
$5K Hold
100
﹤0.01% 2010
2019
Q4
$9K Buy
+100
New +$9K ﹤0.01% 1951
2019
Q3
Hold
0
3053
2019
Q1
Sell
-582
Closed -$41K 2378
2018
Q4
$41K Sell
582
-9
-2% -$634 ﹤0.01% 1700
2018
Q3
$51K Sell
591
-91
-13% -$7.85K ﹤0.01% 1874
2018
Q2
$70K Sell
682
-69
-9% -$7.08K ﹤0.01% 1695
2018
Q1
$69K Hold
751
﹤0.01% 1609
2017
Q4
$69K Sell
751
-119
-14% -$10.9K ﹤0.01% 1606
2017
Q3
$77K Sell
870
-27
-3% -$2.39K ﹤0.01% 1693
2017
Q2
$71K Sell
897
-238
-21% -$18.8K ﹤0.01% 1717
2017
Q1
$84K Sell
1,135
-20
-2% -$1.48K ﹤0.01% 1591
2016
Q4
$94K Buy
1,155
+229
+25% +$18.6K ﹤0.01% 1486
2016
Q3
$71K Buy
926
+7
+0.8% +$537 ﹤0.01% 1581
2016
Q2
$71K Buy
+919
New +$71K ﹤0.01% 1544
2016
Q1
Sell
-1,255
Closed -$113K 2383
2015
Q4
$113K Buy
+1,255
New +$113K 0.01% 1107