Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.5K Hold
476
﹤0.01% 3613
2025
Q1
$2.98K Sell
476
-1,524
-76% -$9.53K ﹤0.01% 3017
2024
Q4
$10.3K Buy
+2,000
New +$10.3K ﹤0.01% 2516
2023
Q1
Sell
-48
Closed -$1K 3875
2022
Q4
$1K Hold
48
﹤0.01% 4367
2022
Q3
$1K Hold
48
﹤0.01% 4576
2022
Q2
$1K Hold
48
﹤0.01% 4350
2022
Q1
$1K Buy
+48
New +$1K ﹤0.01% 4350
2021
Q3
Hold
0
3909
2021
Q2
Hold
0
3648
2021
Q1
Hold
0
3558
2020
Q4
Hold
0
3431
2020
Q3
Hold
0
3308
2020
Q2
Hold
0
3171
2020
Q1
Hold
0
3145
2019
Q4
Sell
-48
Closed 3189
2019
Q3
$0 Buy
+48
New ﹤0.01% 3317
2019
Q1
$0 Sell
48
-500
-91% ﹤0.01% 2807
2018
Q4
$2K Sell
548
-500
-48% -$1.83K ﹤0.01% 3111
2018
Q3
$4K Hold
1,048
﹤0.01% 3255
2018
Q2
$6K Sell
1,048
-4,500
-81% -$25.8K ﹤0.01% 3119
2018
Q1
$32K Hold
5,548
﹤0.01% 2067
2017
Q4
$32K Sell
5,548
-1,000
-15% -$5.77K ﹤0.01% 2062
2017
Q3
$40K Hold
6,548
﹤0.01% 2115
2017
Q2
$34K Sell
6,548
-10,000
-60% -$51.9K ﹤0.01% 2211
2017
Q1
$66K Sell
16,548
-4,000
-19% -$16K ﹤0.01% 1745
2016
Q4
$79K Hold
20,548
﹤0.01% 1586
2016
Q3
$83K Hold
20,548
﹤0.01% 1482
2016
Q2
$85K Buy
20,548
+20,500
+42,708% +$84.8K ﹤0.01% 1427
2016
Q1
$0 Sell
48
-20,300
-100% ﹤0.01% 2848
2015
Q4
$29K Buy
+20,348
New +$29K ﹤0.01% 1931