Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
2800
2025
Q1
Hold
0
-$307 4523
2024
Q4
Hold
0
3564
2023
Q4
Sell
-50
Closed -$230 3204
2023
Q3
$230 Sell
50
-250
-83% -$1.15K ﹤0.01% 3176
2023
Q2
$2.66K Buy
+300
New +$2.66K ﹤0.01% 2783
2023
Q1
Sell
-3,185
Closed -$59K 3927
2022
Q4
$59K Sell
3,185
-888
-22% -$16.5K ﹤0.01% 2124
2022
Q3
$76K Buy
4,073
+3,375
+484% +$63K ﹤0.01% 2053
2022
Q2
$13K Hold
698
﹤0.01% 3196
2022
Q1
$13K Sell
698
-594
-46% -$11.1K ﹤0.01% 3196
2021
Q4
$18K Buy
1,292
+992
+331% +$13.8K ﹤0.01% 1954
2021
Q3
$5K Sell
300
-2,280
-88% -$38K ﹤0.01% 2497
2021
Q2
$44K Sell
2,580
-1,435
-36% -$24.5K ﹤0.01% 1585
2021
Q1
$81K Sell
4,015
-1,000
-20% -$20.2K ﹤0.01% 1251
2020
Q4
$70K Buy
5,015
+3,080
+159% +$43K ﹤0.01% 1302
2020
Q3
$22K Hold
1,935
﹤0.01% 1609
2020
Q2
$22K Buy
1,935
+1,435
+287% +$16.3K ﹤0.01% 1532
2020
Q1
$5K Sell
500
-35
-7% -$350 ﹤0.01% 2039
2019
Q4
$10K Sell
535
-200
-27% -$3.74K ﹤0.01% 1914
2019
Q3
$12K Buy
+735
New +$12K ﹤0.01% 1981
2019
Q1
$30K Sell
1,802
-1,819
-50% -$30.3K ﹤0.01% 1178
2018
Q4
$58K Sell
3,621
-608
-14% -$9.74K ﹤0.01% 1505
2018
Q3
$82K Sell
4,229
-903
-18% -$17.5K ﹤0.01% 1593
2018
Q2
$97K Buy
5,132
+1,434
+39% +$27.1K ﹤0.01% 1489
2018
Q1
$83K Hold
3,698
﹤0.01% 1496
2017
Q4
$83K Sell
3,698
-3,232
-47% -$72.5K ﹤0.01% 1494
2017
Q3
$128K Sell
6,930
-742
-10% -$13.7K 0.01% 1399
2017
Q2
$175K Buy
7,672
+2,117
+38% +$48.3K 0.01% 1202
2017
Q1
$114K Sell
5,555
-4,000
-42% -$82.1K 0.01% 1410
2016
Q4
$214K Buy
9,555
+5,201
+119% +$116K 0.01% 1018
2016
Q3
$75K Sell
4,354
-397
-8% -$6.84K ﹤0.01% 1544
2016
Q2
$79K Buy
4,751
+2,949
+164% +$49K ﹤0.01% 1475
2016
Q1
$30K Sell
1,802
-3,147
-64% -$52.4K ﹤0.01% 1178
2015
Q4
$112K Buy
+4,949
New +$112K 0.01% 1115