Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.7K Buy
127
+10
+9% +$1.16K ﹤0.01% 2709
2025
Q1
$11.7K Buy
117
+99
+550% +$9.93K ﹤0.01% 2530
2024
Q4
$2.03K Buy
18
+1
+6% +$113 ﹤0.01% 3102
2024
Q3
$1.99K Hold
17
﹤0.01% 2912
2024
Q2
$1.59K Buy
17
+8
+89% +$750 ﹤0.01% 2871
2024
Q1
$833 Sell
9
-290
-97% -$26.8K ﹤0.01% 2892
2023
Q4
$23.1K Buy
+299
New +$23.1K ﹤0.01% 1848
2023
Q3
Sell
-374
Closed -$35.8K 3316
2023
Q2
$35.8K Buy
+374
New +$35.8K ﹤0.01% 1754
2023
Q1
Sell
-178
Closed -$10K 3448
2022
Q4
$10K Buy
178
+29
+19% +$1.63K ﹤0.01% 3363
2022
Q3
$5K Hold
149
﹤0.01% 4002
2022
Q2
$5K Hold
149
﹤0.01% 3756
2022
Q1
$5K Buy
+149
New +$5K ﹤0.01% 3756
2021
Q3
Hold
0
3429
2021
Q2
Hold
0
3146
2021
Q1
Hold
0
3079
2020
Q4
Hold
0
3007
2020
Q3
Hold
0
2894
2020
Q2
Hold
0
2778
2020
Q1
Sell
-21
Closed -$1K 2779
2019
Q4
$1K Hold
21
﹤0.01% 2615
2019
Q3
$1K Buy
+21
New +$1K ﹤0.01% 2811
2019
Q1
Sell
-36
Closed -$1K 2442
2018
Q4
$1K Buy
36
+21
+140% +$583 ﹤0.01% 3217
2018
Q3
$1K Sell
15
-5
-25% -$333 ﹤0.01% 3608
2018
Q2
$1K Sell
20
-4
-17% -$200 ﹤0.01% 3643
2018
Q1
$2K Hold
24
﹤0.01% 3478
2017
Q4
$2K Sell
24
-39
-62% -$3.25K ﹤0.01% 3478
2017
Q3
$5K Buy
63
+15
+31% +$1.19K ﹤0.01% 3325
2017
Q2
$4K Hold
48
﹤0.01% 3445
2017
Q1
$3K Buy
48
+2
+4% +$125 ﹤0.01% 3458
2016
Q4
$3K Buy
46
+5
+12% +$326 ﹤0.01% 3457
2016
Q3
$3K Buy
41
+5
+14% +$366 ﹤0.01% 3409
2016
Q2
$2K Buy
+36
New +$2K ﹤0.01% 3427
2016
Q1
Sell
-36
Closed -$2K 2445
2015
Q4
$2K Buy
+36
New +$2K ﹤0.01% 3282