Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Sell
1,206
-38
-3% -$3.65K ﹤0.01% 1550
2025
Q1
$108K Sell
1,244
-13
-1% -$1.13K ﹤0.01% 1487
2024
Q4
$117K Buy
1,257
+22
+2% +$2.05K ﹤0.01% 1391
2024
Q3
$143K Buy
1,235
+783
+173% +$90.5K 0.01% 1256
2024
Q2
$46.3K Hold
452
﹤0.01% 1715
2024
Q1
$41.8K Sell
452
-50
-10% -$4.62K ﹤0.01% 1666
2023
Q4
$44.2K Hold
502
﹤0.01% 1587
2023
Q3
$36.5K Buy
502
+452
+904% +$32.8K ﹤0.01% 1685
2023
Q2
$3.39K Hold
50
﹤0.01% 2676
2023
Q1
$3.9K Sell
50
-70
-58% -$5.46K ﹤0.01% 2670
2022
Q4
$10K Buy
120
+70
+140% +$5.83K ﹤0.01% 3362
2022
Q3
$4K Hold
50
﹤0.01% 4092
2022
Q2
$4K Hold
50
﹤0.01% 3861
2022
Q1
$4K Hold
50
﹤0.01% 3861
2021
Q4
$3K Hold
50
﹤0.01% 2593
2021
Q3
$3K Buy
+50
New +$3K ﹤0.01% 2636
2021
Q2
Sell
-185
Closed -$14K 3145
2021
Q1
$14K Buy
185
+180
+3,600% +$13.6K ﹤0.01% 1977
2020
Q4
$0 Sell
5
-495
-99% ﹤0.01% 3006
2020
Q3
$21K Buy
+500
New +$21K ﹤0.01% 1617
2020
Q2
Hold
0
2775
2020
Q1
Sell
-151
Closed -$14K 2777
2019
Q4
$14K Hold
151
﹤0.01% 1766
2019
Q3
$12K Buy
+151
New +$12K ﹤0.01% 1970
2019
Q1
Sell
-100
Closed -$6K 2441
2018
Q4
$6K Buy
100
+70
+233% +$4.2K ﹤0.01% 2698
2018
Q3
$2K Sell
30
-2,204
-99% -$147K ﹤0.01% 3472
2018
Q2
$178K Sell
2,234
-570
-20% -$45.4K 0.01% 1119
2018
Q1
$221K Hold
2,804
0.01% 944
2017
Q4
$221K Buy
2,804
+538
+24% +$42.4K 0.01% 942
2017
Q3
$191K Sell
2,266
-104
-4% -$8.77K 0.01% 1170
2017
Q2
$159K Hold
2,370
0.01% 1253
2017
Q1
$127K Hold
2,370
0.01% 1356
2016
Q4
$98K Buy
2,370
+2,355
+15,700% +$97.4K ﹤0.01% 1462
2016
Q3
$1K Sell
15
-16
-52% -$1.07K ﹤0.01% 3675
2016
Q2
$1K Buy
+31
New +$1K ﹤0.01% 3570
2016
Q1
Sell
-16
Closed 2443
2015
Q4
$0 Buy
+16
New ﹤0.01% 3700