Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$1.65K 1918
2025
Q1
Hold
0
-$3.86K 3205
2024
Q4
Sell
-2
Closed -$396 2895
2024
Q3
$396 Hold
2
﹤0.01% 3168
2024
Q2
$357 Sell
2
-189
-99% -$33.7K ﹤0.01% 3110
2024
Q1
$38.6K Buy
191
+190
+19,000% +$38.4K ﹤0.01% 1690
2023
Q4
$238 Buy
+1
New +$238 ﹤0.01% 2928
2023
Q3
Sell
-7
Closed -$1.26K 3404
2023
Q2
$1.26K Buy
+7
New +$1.26K ﹤0.01% 3019
2023
Q1
Sell
-34
Closed -$4K 3799
2022
Q4
$4K Sell
34
-153
-82% -$18K ﹤0.01% 3891
2022
Q3
$26K Buy
187
+171
+1,069% +$23.8K ﹤0.01% 2866
2022
Q2
$3K Hold
16
﹤0.01% 3990
2022
Q1
$3K Sell
16
-209
-93% -$39.2K ﹤0.01% 3990
2021
Q4
$70K Hold
225
﹤0.01% 1405
2021
Q3
$63K Sell
225
-71
-24% -$19.9K ﹤0.01% 1441
2021
Q2
$65K Sell
296
-474
-62% -$104K ﹤0.01% 1404
2021
Q1
$157K Buy
770
+67
+10% +$13.7K ﹤0.01% 951
2020
Q4
$155K Buy
703
+402
+134% +$88.6K 0.01% 919
2020
Q3
$51K Buy
301
+276
+1,104% +$46.8K ﹤0.01% 1278
2020
Q2
$4K Buy
+25
New +$4K ﹤0.01% 2150
2020
Q1
Hold
0
3088
2019
Q4
Hold
0
3135
2019
Q3
Hold
0
3279
2019
Q1
$5K Buy
+72
New +$5K ﹤0.01% 1855
2016
Q2
Sell
-72
Closed -$5K 3955
2016
Q1
$5K Buy
+72
New +$5K ﹤0.01% 1855