Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3110
2023
Q3
Sell
-47
Closed -$707 3443
2023
Q2
$707 Hold
47
﹤0.01% 3143
2023
Q1
$1.72K Sell
47
-70
-60% -$2.56K ﹤0.01% 2944
2022
Q4
$5K Sell
117
-41
-26% -$1.75K ﹤0.01% 3784
2022
Q3
$7K Hold
158
﹤0.01% 3860
2022
Q2
$6K Hold
158
﹤0.01% 3696
2022
Q1
$6K Buy
+158
New +$6K ﹤0.01% 3696
2021
Q4
Sell
-2
Closed -$1K 3375
2021
Q3
$1K Hold
2
﹤0.01% 2984
2021
Q2
$0 Hold
2
﹤0.01% 3719
2021
Q1
$0 Hold
2
﹤0.01% 3630
2020
Q4
$0 Hold
2
﹤0.01% 3499
2020
Q3
$0 Hold
2
﹤0.01% 3377
2020
Q2
$0 Hold
2
﹤0.01% 3233
2020
Q1
$0 Hold
2
﹤0.01% 3195
2019
Q4
$0 Hold
2
﹤0.01% 3235
2019
Q3
$0 Buy
+2
New ﹤0.01% 3353
2019
Q1
$0 Sell
2
-18
-90% ﹤0.01% 2870
2018
Q4
$1K Buy
20
+18
+900% +$900 ﹤0.01% 3272
2018
Q3
$0 Sell
2
-34
-94% ﹤0.01% 3867
2018
Q2
$1K Buy
36
+14
+64% +$389 ﹤0.01% 3684
2018
Q1
$1K Hold
22
﹤0.01% 3639
2017
Q4
$1K Buy
+22
New +$1K ﹤0.01% 3639
2016
Q2
Sell
-2
Closed 4006
2016
Q1
$0 Buy
+2
New ﹤0.01% 2900