Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$21 4492
2025
Q1
$21 Hold
1
﹤0.01% 4160
2024
Q4
$43 Buy
+1
New +$43 ﹤0.01% 4298
2023
Q1
Hold
0
-$2K 3789
2022
Q4
Sell
-1
Closed -$2K 4162
2022
Q3
$2K Hold
1
﹤0.01% 4356
2022
Q2
$2K Hold
1
﹤0.01% 4124
2022
Q1
$2K Buy
+1
New +$2K ﹤0.01% 4124
2021
Q3
Hold
0
3811
2021
Q2
Hold
0
3547
2021
Q1
Hold
0
3459
2020
Q4
Hold
0
3341
2020
Q3
Hold
0
3220
2020
Q2
Sell
-18
Closed 3095
2020
Q1
$0 Hold
18
﹤0.01% 3072
2019
Q4
$1K Hold
18
﹤0.01% 2654
2019
Q3
$1K Buy
+18
New +$1K ﹤0.01% 2844
2019
Q1
$3K Buy
63
+27
+75% +$1.29K ﹤0.01% 2003
2018
Q4
$2K Sell
36
-7
-16% -$389 ﹤0.01% 3105
2018
Q3
$2K Sell
43
-11
-20% -$512 ﹤0.01% 3500
2018
Q2
$2K Sell
54
-53
-50% -$1.96K ﹤0.01% 3528
2018
Q1
$3K Hold
107
﹤0.01% 3368
2017
Q4
$3K Sell
107
-175
-62% -$4.91K ﹤0.01% 3367
2017
Q3
$8K Sell
282
-52
-16% -$1.48K ﹤0.01% 3104
2017
Q2
$11K Buy
334
+119
+55% +$3.92K ﹤0.01% 2914
2017
Q1
$12K Hold
215
﹤0.01% 2776
2016
Q4
$13K Buy
215
+181
+532% +$10.9K ﹤0.01% 2726
2016
Q3
$2K Buy
34
+19
+127% +$1.12K ﹤0.01% 3556
2016
Q2
$1K Sell
15
-48
-76% -$3.2K ﹤0.01% 3606
2016
Q1
$3K Sell
63
-43
-41% -$2.05K ﹤0.01% 2003
2015
Q4
$6K Buy
+106
New +$6K ﹤0.01% 2843