Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128 Buy
+106
New +$128 ﹤0.01% 4701
2025
Q1
Sell
-20
Closed -$32 4387
2024
Q4
$32 Buy
+20
New +$32 ﹤0.01% 4361
2024
Q1
Sell
-12
Closed -$136 3139
2023
Q4
$136 Buy
+12
New +$136 ﹤0.01% 2958
2023
Q3
Sell
-7
Closed -$62 3338
2023
Q2
$62 Hold
7
﹤0.01% 3379
2023
Q1
$197 Sell
7
-185
-96% -$5.21K ﹤0.01% 3276
2022
Q4
$8K Sell
192
-402
-68% -$16.8K ﹤0.01% 3495
2022
Q3
$33K Hold
594
﹤0.01% 2687
2022
Q2
$33K Hold
594
﹤0.01% 2454
2022
Q1
$33K Buy
594
+445
+299% +$24.7K ﹤0.01% 2454
2021
Q4
$6K Sell
149
-399
-73% -$16.1K ﹤0.01% 2361
2021
Q3
$38K Sell
548
-2,411
-81% -$167K ﹤0.01% 1641
2021
Q2
$247K Sell
2,959
-471
-14% -$39.3K 0.01% 800
2021
Q1
$291K Buy
3,430
+1,278
+59% +$108K 0.01% 685
2020
Q4
$202K Buy
2,152
+330
+18% +$31K 0.01% 797
2020
Q3
$131K Buy
1,822
+1,740
+2,122% +$125K 0.01% 867
2020
Q2
$6K Sell
82
-3
-4% -$220 ﹤0.01% 1985
2020
Q1
$3K Sell
85
-30
-26% -$1.06K ﹤0.01% 2196
2019
Q4
$5K Hold
115
﹤0.01% 2150
2019
Q3
$3K Buy
+115
New +$3K ﹤0.01% 2507
2019
Q1
Sell
-140
Closed -$4K 2505
2018
Q4
$4K Buy
140
+40
+40% +$1.14K ﹤0.01% 2868
2018
Q3
$3K Hold
100
﹤0.01% 3348
2018
Q2
$3K Sell
100
-600
-86% -$18K ﹤0.01% 3408
2018
Q1
$11K Hold
700
﹤0.01% 2716
2017
Q4
$11K Buy
700
+600
+600% +$9.43K ﹤0.01% 2712
2017
Q3
$1K Hold
100
﹤0.01% 3836
2017
Q2
$1K Hold
100
﹤0.01% 3823
2017
Q1
$1K Hold
100
﹤0.01% 3739
2016
Q4
$1K Hold
100
﹤0.01% 3729
2016
Q3
$1K Hold
100
﹤0.01% 3680
2016
Q2
$0 Buy
+100
New ﹤0.01% 3866
2016
Q1
Sell
-100
Closed -$1K 2519
2015
Q4
$1K Buy
+100
New +$1K ﹤0.01% 3473