Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-69
Closed -$998 4516
2025
Q1
$998 Hold
69
﹤0.01% 3338
2024
Q4
$1.71K Buy
69
+2
+3% +$50 ﹤0.01% 3155
2024
Q3
$1.93K Buy
+67
New +$1.93K ﹤0.01% 2920
2023
Q1
Sell
-114
Closed -$7K 4037
2022
Q4
$7K Sell
114
-44
-28% -$2.7K ﹤0.01% 3614
2022
Q3
$20K Buy
158
+9
+6% +$1.14K ﹤0.01% 3081
2022
Q2
$20K Hold
149
﹤0.01% 2840
2022
Q1
$20K Buy
+149
New +$20K ﹤0.01% 2840
2021
Q3
Hold
0
4102
2021
Q2
Hold
0
3857
2021
Q1
Hold
0
3768
2020
Q4
Hold
0
3616
2020
Q3
Hold
0
3489
2020
Q2
Hold
0
3337
2020
Q1
Sell
-6
Closed 3285
2019
Q4
$0 Hold
6
﹤0.01% 3312
2019
Q3
$0 Buy
+6
New ﹤0.01% 3415
2019
Q1
Sell
-368
Closed -$25K 2986
2018
Q4
$25K Sell
368
-216
-37% -$14.7K ﹤0.01% 1976
2018
Q3
$41K Buy
584
+516
+759% +$36.2K ﹤0.01% 1989
2018
Q2
$4K Hold
68
﹤0.01% 3325
2018
Q1
$4K Hold
68
﹤0.01% 3269
2017
Q4
$4K Hold
68
﹤0.01% 3268
2017
Q3
$4K Buy
68
+38
+127% +$2.24K ﹤0.01% 3481
2017
Q2
$1K Sell
30
-38
-56% -$1.27K ﹤0.01% 3876
2017
Q1
$4K Sell
68
-77
-53% -$4.53K ﹤0.01% 3387
2016
Q4
$8K Hold
145
﹤0.01% 3022
2016
Q3
$9K Buy
145
+68
+88% +$4.22K ﹤0.01% 2884
2016
Q2
$5K Buy
+77
New +$5K ﹤0.01% 3140
2016
Q1
Sell
-77
Closed -$5K 3000
2015
Q4
$5K Buy
+77
New +$5K ﹤0.01% 2954