Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55K Hold
32
﹤0.01% 4011
2025
Q1
$1.52K Sell
32
-1
-3% -$48 ﹤0.01% 3232
2024
Q4
$1.43K Buy
33
+13
+65% +$564 ﹤0.01% 3200
2024
Q3
$1.4K Hold
20
﹤0.01% 3013
2024
Q2
$1.32K Buy
20
+8
+67% +$526 ﹤0.01% 2919
2024
Q1
$941 Buy
+12
New +$941 ﹤0.01% 2875
2022
Q4
Sell
-100
Closed -$8K 4777
2022
Q3
$8K Hold
100
﹤0.01% 3794
2022
Q2
$8K Hold
100
﹤0.01% 3547
2022
Q1
$8K Sell
100
-50
-33% -$4K ﹤0.01% 3547
2021
Q4
$9K Buy
150
+29
+24% +$1.74K ﹤0.01% 2235
2021
Q3
$8K Buy
121
+21
+21% +$1.39K ﹤0.01% 2315
2021
Q2
$8K Hold
100
﹤0.01% 2292
2021
Q1
$7K Hold
100
﹤0.01% 2270
2020
Q4
$6K Hold
100
﹤0.01% 2250
2020
Q3
$4K Hold
100
﹤0.01% 2261
2020
Q2
$4K Hold
100
﹤0.01% 2168
2020
Q1
$3K Hold
100
﹤0.01% 2226
2019
Q4
$5K Hold
100
﹤0.01% 2178
2019
Q3
$5K Buy
+100
New +$5K ﹤0.01% 2338
2019
Q1
Sell
-177
Closed -$10K 3119
2018
Q4
$10K Sell
177
-153
-46% -$8.64K ﹤0.01% 2477
2018
Q3
$22K Buy
330
+76
+30% +$5.07K ﹤0.01% 2386
2018
Q2
$19K Sell
254
-124
-33% -$9.28K ﹤0.01% 2473
2018
Q1
$30K Hold
378
﹤0.01% 2136
2017
Q4
$30K Buy
378
+10
+3% +$794 ﹤0.01% 2131
2017
Q3
$26K Sell
368
-63
-15% -$4.45K ﹤0.01% 2408
2017
Q2
$27K Buy
431
+139
+48% +$8.71K ﹤0.01% 2378
2017
Q1
$19K Buy
292
+71
+32% +$4.62K ﹤0.01% 2514
2016
Q4
$12K Sell
221
-42
-16% -$2.28K ﹤0.01% 2776
2016
Q3
$13K Buy
263
+71
+37% +$3.51K ﹤0.01% 2660
2016
Q2
$9K Buy
+192
New +$9K ﹤0.01% 2794
2016
Q1
Sell
-192
Closed -$7K 3146
2015
Q4
$7K Buy
+192
New +$7K ﹤0.01% 2765