Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.83K Buy
136
+16
+13% +$332 ﹤0.01% 3723
2025
Q1
$2.13K Sell
120
-163
-58% -$2.89K ﹤0.01% 3128
2024
Q4
$4.39K Buy
283
+163
+136% +$2.53K ﹤0.01% 2835
2024
Q3
$1.85K Hold
120
﹤0.01% 2927
2024
Q2
$1.64K Buy
120
+16
+15% +$219 ﹤0.01% 2861
2024
Q1
$1.46K Buy
+104
New +$1.46K ﹤0.01% 2774
2023
Q1
Sell
-1,275
Closed -$17K 3975
2022
Q4
$17K Sell
1,275
-363
-22% -$4.84K ﹤0.01% 3026
2022
Q3
$35K Buy
1,638
+1,250
+322% +$26.7K ﹤0.01% 2655
2022
Q2
$18K Hold
388
﹤0.01% 2948
2022
Q1
$18K Buy
+388
New +$18K ﹤0.01% 2948
2021
Q3
Hold
0
4018
2021
Q2
Hold
0
3770
2021
Q1
Hold
0
3682
2020
Q4
Hold
0
3541
2020
Q3
Hold
0
3417
2020
Q2
Hold
0
3268
2020
Q1
Hold
0
3225
2019
Q4
Hold
0
3264
2019
Q3
Hold
0
3378
2019
Q1
Sell
-23
Closed 2906
2018
Q4
$0 Sell
23
-726
-97% ﹤0.01% 3668
2018
Q3
$11K Hold
749
﹤0.01% 2765
2018
Q2
$10K Buy
749
+377
+101% +$5.03K ﹤0.01% 2853
2018
Q1
$6K Hold
372
﹤0.01% 3077
2017
Q4
$6K Buy
372
+349
+1,517% +$5.63K ﹤0.01% 3074
2017
Q3
$0 Sell
23
-705
-97% ﹤0.01% 4101
2017
Q2
$12K Buy
+728
New +$12K ﹤0.01% 2874
2017
Q1
Sell
-74
Closed -$1K 4026
2016
Q4
$1K Buy
+74
New +$1K ﹤0.01% 3769