Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4905
2025
Q1
Sell
-173
Closed -$498 4464
2024
Q4
$498 Buy
+173
New +$498 ﹤0.01% 3415
2023
Q1
Sell
-1,154
Closed -$18K 3795
2022
Q4
$18K Sell
1,154
-5,146
-82% -$80.3K ﹤0.01% 2968
2022
Q3
$20K Hold
6,300
﹤0.01% 3075
2022
Q2
$20K Hold
6,300
﹤0.01% 2828
2022
Q1
$20K Buy
+6,300
New +$20K ﹤0.01% 2828
2021
Q3
Hold
0
3819
2021
Q2
Hold
0
3556
2021
Q1
Hold
0
3467
2020
Q4
Hold
0
3351
2020
Q3
Hold
0
3227
2020
Q2
Hold
0
3101
2020
Q1
Hold
0
3078
2019
Q4
Hold
0
3129
2019
Q3
Hold
0
3272
2019
Q1
Sell
-4,554
Closed -$14K 2735
2018
Q4
$14K Buy
+4,554
New +$14K ﹤0.01% 2294
2018
Q2
Sell
-7,074
Closed -$21K 3890
2018
Q1
$21K Hold
7,074
﹤0.01% 2352
2017
Q4
$21K Buy
7,074
+2,583
+58% +$7.67K ﹤0.01% 2350
2017
Q3
$12K Hold
4,491
﹤0.01% 2883
2017
Q2
$11K Buy
4,491
+1,240
+38% +$3.04K ﹤0.01% 2915
2017
Q1
$9K Buy
+3,251
New +$9K ﹤0.01% 2945