Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$143 3968
2025
Q1
Sell
-46
Closed -$1.5K 3762
2024
Q4
$1.5K Sell
46
-10
-18% -$326 ﹤0.01% 3189
2024
Q3
$1.67K Buy
+56
New +$1.67K ﹤0.01% 2964
2023
Q1
Sell
-387
Closed -$18K 4105
2022
Q4
$18K Sell
387
-204
-35% -$9.49K ﹤0.01% 2981
2022
Q3
$22K Buy
591
+292
+98% +$10.9K ﹤0.01% 3007
2022
Q2
$15K Hold
299
﹤0.01% 3096
2022
Q1
$15K Buy
299
+289
+2,890% +$14.5K ﹤0.01% 3096
2021
Q4
$1K Hold
10
﹤0.01% 3019
2021
Q3
$1K Buy
+10
New +$1K ﹤0.01% 3020
2021
Q2
Hold
0
3943
2021
Q1
Hold
0
3851
2020
Q4
Hold
0
3695
2020
Q3
Hold
0
3564
2020
Q2
Hold
0
3400
2020
Q1
Hold
0
3341
2019
Q4
Hold
0
3359
2019
Q3
Hold
0
3454
2019
Q1
Sell
-15
Closed 3062
2018
Q4
$0 Buy
+15
New ﹤0.01% 3720
2018
Q2
Hold
0
3956
2018
Q1
Hold
0
3786
2017
Q4
Sell
-279
Closed -$13K 3962
2017
Q3
$13K Sell
279
-169
-38% -$7.88K ﹤0.01% 2849
2017
Q2
$25K Buy
448
+11
+3% +$614 ﹤0.01% 2425
2017
Q1
$20K Sell
437
-100
-19% -$4.58K ﹤0.01% 2487
2016
Q4
$24K Buy
537
+116
+28% +$5.18K ﹤0.01% 2315
2016
Q3
$15K Buy
421
+65
+18% +$2.32K ﹤0.01% 2580
2016
Q2
$12K Buy
+356
New +$12K ﹤0.01% 2650
2016
Q1
Sell
-488
Closed -$28K 3082
2015
Q4
$28K Buy
+488
New +$28K ﹤0.01% 1957