Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$7 3762
2025
Q1
$7 Hold
1
﹤0.01% 4255
2024
Q4
$8 Buy
+1
New +$8 ﹤0.01% 4544
2023
Q4
Sell
-600
Closed -$4.33K 3240
2023
Q3
$4.33K Sell
600
-900
-60% -$6.5K ﹤0.01% 2566
2023
Q2
$14.8K Sell
1,500
-500
-25% -$4.94K ﹤0.01% 2151
2023
Q1
$50.5K Buy
2,000
+569
+40% +$14.4K ﹤0.01% 1569
2022
Q4
$37K Sell
1,431
-849
-37% -$22K ﹤0.01% 2444
2022
Q3
$58K Buy
2,280
+1,007
+79% +$25.6K ﹤0.01% 2261
2022
Q2
$33K Hold
1,273
﹤0.01% 2465
2022
Q1
$33K Buy
+1,273
New +$33K ﹤0.01% 2465
2021
Q3
Hold
0
4166
2021
Q2
Hold
0
3928
2021
Q1
Hold
0
3838
2020
Q4
Hold
0
3683
2020
Q3
Hold
0
3551
2020
Q2
Hold
0
3388
2020
Q1
Sell
-151
Closed -$4K 3330
2019
Q4
$4K Sell
151
-9
-6% -$238 ﹤0.01% 2265
2019
Q3
$3K Buy
+160
New +$3K ﹤0.01% 2550
2019
Q1
Sell
-199
Closed -$4K 3045
2018
Q4
$4K Sell
199
-11
-5% -$221 ﹤0.01% 2904
2018
Q3
$6K Hold
210
﹤0.01% 3100
2018
Q2
$5K Buy
+210
New +$5K ﹤0.01% 3219
2017
Q4
Sell
-8,484
Closed -$177K 3956
2017
Q3
$177K Hold
8,484
0.01% 1205
2017
Q2
$137K Hold
8,484
0.01% 1337
2017
Q1
$108K Hold
8,484
﹤0.01% 1443
2016
Q4
$115K Hold
8,484
0.01% 1365
2016
Q3
$84K Hold
8,484
﹤0.01% 1468
2016
Q2
$56K Buy
+8,484
New +$56K ﹤0.01% 1698
2016
Q1
Sell
-8,610
Closed -$68K 3065
2015
Q4
$68K Buy
+8,610
New +$68K ﹤0.01% 1416