Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$1.23K 4126
2025
Q1
Hold
0
-$1.39K 3290
2024
Q4
Sell
-2
Closed -$21.3K 3211
2024
Q3
$21.3K Sell
2
-1
-33% -$10.6K ﹤0.01% 2119
2024
Q2
$24.1K Buy
3
+2
+200% +$16K ﹤0.01% 2001
2024
Q1
$8.1K Sell
1
-6
-86% -$48.6K ﹤0.01% 2309
2023
Q4
$49K Buy
7
+6
+600% +$42K ﹤0.01% 1555
2023
Q3
$5.96K Hold
1
﹤0.01% 2443
2023
Q2
$6.35K Hold
1
﹤0.01% 2455
2023
Q1
$3.04K Hold
1
﹤0.01% 2760
2022
Q4
$3K Sell
1
-1
-50% -$3K ﹤0.01% 4038
2022
Q3
$6K Buy
2
+1
+100% +$3K ﹤0.01% 3950
2022
Q2
$3K Hold
1
﹤0.01% 4008
2022
Q1
$3K Sell
1
-1
-50% -$3K ﹤0.01% 4008
2021
Q4
$12K Hold
2
﹤0.01% 2119
2021
Q3
$10K Hold
2
﹤0.01% 2229
2021
Q2
$10K Sell
2
-30
-94% -$150K ﹤0.01% 2204
2021
Q1
$153K Buy
32
+28
+700% +$134K ﹤0.01% 965
2020
Q4
$16K Sell
4
-1
-20% -$4K ﹤0.01% 1871
2020
Q3
$20K Buy
5
+3
+150% +$12K ﹤0.01% 1648
2020
Q2
$6K Sell
2
-4
-67% -$12K ﹤0.01% 2004
2020
Q1
$18K Sell
6
-3
-33% -$9K ﹤0.01% 1525
2019
Q4
$35K Buy
9
+6
+200% +$23.3K ﹤0.01% 1398
2019
Q3
$12K Buy
+3
New +$12K ﹤0.01% 1989
2019
Q1
$3K Hold
1
﹤0.01% 2018
2018
Q4
$2K Sell
1
-2
-67% -$4K ﹤0.01% 3126
2018
Q3
$7K Hold
3
﹤0.01% 3023
2018
Q2
$9K Sell
3
-21
-88% -$63K ﹤0.01% 2930
2018
Q1
$84K Hold
24
﹤0.01% 1488
2017
Q4
$84K Buy
24
+4
+20% +$14K ﹤0.01% 1486
2017
Q3
$57K Buy
20
+6
+43% +$17.1K ﹤0.01% 1905
2017
Q2
$34K Hold
14
﹤0.01% 2215
2017
Q1
$29K Sell
14
-10
-42% -$20.7K ﹤0.01% 2240
2016
Q4
$40K Sell
24
-12
-33% -$20K ﹤0.01% 2003
2016
Q3
$59K Buy
36
+3
+9% +$4.92K ﹤0.01% 1696
2016
Q2
$59K Buy
33
+32
+3,200% +$57.2K ﹤0.01% 1662
2016
Q1
$3K Sell
1
-30
-97% -$90K ﹤0.01% 2018
2015
Q4
$51K Buy
+31
New +$51K ﹤0.01% 1605