Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.7K Sell
28
-7
-20% -$3.93K ﹤0.01% 2671
2025
Q1
$6.31K Buy
35
+6
+21% +$1.08K ﹤0.01% 2743
2024
Q4
$5.69K Sell
29
-2
-6% -$392 ﹤0.01% 2742
2024
Q3
$5.03K Hold
31
﹤0.01% 2671
2024
Q2
$4.51K Hold
31
﹤0.01% 2599
2024
Q1
$5.23K Sell
31
-52
-63% -$8.78K ﹤0.01% 2439
2023
Q4
$13K Buy
83
+31
+60% +$4.86K ﹤0.01% 2084
2023
Q3
$6.3K Hold
52
﹤0.01% 2423
2023
Q2
$6.94K Buy
52
+21
+68% +$2.8K ﹤0.01% 2422
2023
Q1
$2.25K Sell
31
-39
-56% -$2.83K ﹤0.01% 2859
2022
Q4
$5K Sell
70
-2
-3% -$143 ﹤0.01% 3797
2022
Q3
$17K Hold
72
﹤0.01% 3244
2022
Q2
$17K Hold
72
﹤0.01% 3000
2022
Q1
$17K Buy
+72
New +$17K ﹤0.01% 3000
2021
Q3
Hold
0
4153
2021
Q2
Hold
0
3914
2021
Q1
Hold
0
3823
2020
Q4
Hold
0
3667
2020
Q3
Hold
0
3538
2020
Q2
Hold
0
3376
2020
Q1
Hold
0
3320
2019
Q4
Hold
0
3345
2019
Q3
Hold
0
3441
2019
Q1
Sell
-63
Closed -$4K 3031
2018
Q4
$4K Sell
63
-27
-30% -$1.71K ﹤0.01% 2903
2018
Q3
$7K Hold
90
﹤0.01% 3022
2018
Q2
$6K Hold
90
﹤0.01% 3126
2018
Q1
$8K Hold
90
﹤0.01% 2929
2017
Q4
$8K Sell
90
-69
-43% -$6.13K ﹤0.01% 2926
2017
Q3
$13K Hold
159
﹤0.01% 2847
2017
Q2
$11K Buy
159
+1
+0.6% +$69 ﹤0.01% 2921
2017
Q1
$11K Hold
158
﹤0.01% 2827
2016
Q4
$11K Buy
158
+112
+243% +$7.8K ﹤0.01% 2821
2016
Q3
$3K Buy
+46
New +$3K ﹤0.01% 3448