Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3840
2025
Q1
Hold
0
-$227 4586
2024
Q4
Hold
0
3673
2024
Q3
Sell
-94
Closed -$991 3404
2024
Q2
$991 Buy
+94
New +$991 ﹤0.01% 2991
2023
Q1
Sell
-23
Closed -$2K 4090
2022
Q4
$2K Sell
23
-46
-67% -$4K ﹤0.01% 4193
2022
Q3
$6K Sell
69
-47
-41% -$4.09K ﹤0.01% 3949
2022
Q2
$10K Hold
116
﹤0.01% 3413
2022
Q1
$10K Buy
116
+107
+1,189% +$9.22K ﹤0.01% 3413
2021
Q4
$1K Hold
9
﹤0.01% 3015
2021
Q3
$1K Hold
9
﹤0.01% 3016
2021
Q2
$1K Sell
9
-970
-99% -$108K ﹤0.01% 2890
2021
Q1
$52K Buy
979
+396
+68% +$21K ﹤0.01% 1453
2020
Q4
$32K Buy
583
+74
+15% +$4.06K ﹤0.01% 1614
2020
Q3
$25K Hold
509
﹤0.01% 1562
2020
Q2
$20K Buy
+509
New +$20K ﹤0.01% 1569
2020
Q1
Sell
-18
Closed -$1K 3328
2019
Q4
$1K Hold
18
﹤0.01% 2680
2019
Q3
$1K Buy
+18
New +$1K ﹤0.01% 2882
2018
Q4
Sell
-6
Closed 3716
2018
Q3
$0 Sell
6
-575
-99% ﹤0.01% 3901
2018
Q2
$45K Hold
581
﹤0.01% 1967
2018
Q1
$40K Hold
581
﹤0.01% 1951
2017
Q4
$40K Hold
581
﹤0.01% 1946
2017
Q3
$36K Buy
581
+564
+3,318% +$34.9K ﹤0.01% 2188
2017
Q2
$1K Sell
17
-9
-35% -$529 ﹤0.01% 3883
2017
Q1
$1K Hold
26
﹤0.01% 3797
2016
Q4
$1K Sell
26
-72
-73% -$2.77K ﹤0.01% 3785
2016
Q3
$6K Hold
98
﹤0.01% 3122
2016
Q2
$5K Buy
+98
New +$5K ﹤0.01% 3144
2016
Q1
Sell
-98
Closed -$4K 3063
2015
Q4
$4K Buy
+98
New +$4K ﹤0.01% 3070