Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$333 3109
2025
Q1
Hold
0
-$320 3544
2024
Q4
Hold
0
3544
2023
Q1
Sell
-111
Closed -$8K 4074
2022
Q4
$8K Hold
111
﹤0.01% 3539
2022
Q3
$8K Buy
111
+37
+50% +$2.67K ﹤0.01% 3789
2022
Q2
$6K Hold
74
﹤0.01% 3701
2022
Q1
$6K Buy
74
+57
+335% +$4.62K ﹤0.01% 3701
2021
Q4
$3K Buy
17
+4
+31% +$706 ﹤0.01% 2630
2021
Q3
$3K Hold
13
﹤0.01% 2674
2021
Q2
$1K Sell
13
-3
-19% -$231 ﹤0.01% 2889
2021
Q1
$1K Hold
16
﹤0.01% 2817
2020
Q4
$1K Sell
16
-22
-58% -$1.38K ﹤0.01% 2763
2020
Q3
$3K Hold
38
﹤0.01% 2360
2020
Q2
$2K Buy
38
+12
+46% +$632 ﹤0.01% 2384
2020
Q1
$1K Hold
26
﹤0.01% 2528
2019
Q4
$2K Hold
26
﹤0.01% 2519
2019
Q3
$2K Buy
+26
New +$2K ﹤0.01% 2699
2019
Q1
$2K Buy
32
+26
+433% +$1.63K ﹤0.01% 2097
2018
Q4
$0 Hold
6
﹤0.01% 3706
2018
Q3
$0 Hold
6
﹤0.01% 3895
2018
Q2
$0 Hold
6
﹤0.01% 3951
2018
Q1
$0 Hold
6
﹤0.01% 3784
2017
Q4
$0 Sell
6
-72
-92% ﹤0.01% 3951
2017
Q3
$4K Buy
78
+6
+8% +$308 ﹤0.01% 3484
2017
Q2
$3K Hold
72
﹤0.01% 3599
2017
Q1
$3K Sell
72
-8
-10% -$333 ﹤0.01% 3510
2016
Q4
$4K Hold
80
﹤0.01% 3384
2016
Q3
$3K Buy
80
+23
+40% +$863 ﹤0.01% 3447
2016
Q2
$2K Buy
57
+25
+78% +$877 ﹤0.01% 3472
2016
Q1
$2K Sell
32
-18
-36% -$1.13K ﹤0.01% 2097
2015
Q4
$2K Buy
+50
New +$2K ﹤0.01% 3335