Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734 Buy
+536
New +$734 ﹤0.01% 4319
2023
Q1
Sell
-4,274
Closed -$19K 3400
2022
Q4
$19K Buy
4,274
+248
+6% +$1.1K ﹤0.01% 2907
2022
Q3
$18K Buy
4,026
+2,191
+119% +$9.8K ﹤0.01% 3162
2022
Q2
$8K Hold
1,835
﹤0.01% 3506
2022
Q1
$8K Buy
+1,835
New +$8K ﹤0.01% 3506
2021
Q3
Hold
0
3371
2021
Q2
Hold
0
3081
2021
Q1
Hold
0
3016
2020
Q4
Hold
0
2948
2020
Q3
Hold
0
2847
2020
Q2
Hold
0
2739
2020
Q1
Hold
0
2739
2019
Q4
Hold
0
2843
2019
Q3
Hold
0
3066
2019
Q1
Sell
-11,400
Closed -$39K 2400
2018
Q4
$39K Buy
11,400
+9,200
+418% +$31.5K ﹤0.01% 1730
2018
Q3
$10K Buy
2,200
+100
+5% +$455 ﹤0.01% 2803
2018
Q2
$9K Hold
2,100
﹤0.01% 2899
2018
Q1
$9K Hold
2,100
﹤0.01% 2827
2017
Q4
$9K Sell
2,100
-500
-19% -$2.14K ﹤0.01% 2824
2017
Q3
$10K Hold
2,600
﹤0.01% 2966
2017
Q2
$12K Buy
2,600
+1,500
+136% +$6.92K ﹤0.01% 2858
2017
Q1
$5K Hold
1,100
﹤0.01% 3226
2016
Q4
$5K Hold
1,100
﹤0.01% 3239
2016
Q3
$7K Hold
1,100
﹤0.01% 3014
2016
Q2
$6K Buy
+1,100
New +$6K ﹤0.01% 2990
2016
Q1
Sell
-1,100
Closed -$7K 2403
2015
Q4
$7K Buy
+1,100
New +$7K ﹤0.01% 2729