Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.93K Sell
31
-39
-56% -$9.98K ﹤0.01% 3059
2025
Q1
$3.04K Buy
70
+25
+56% +$1.09K ﹤0.01% 3010
2024
Q4
$2.14K Buy
+45
New +$2.14K ﹤0.01% 3078
2023
Q4
Sell
-15
Closed -$648 3278
2023
Q3
$648 Buy
+15
New +$648 ﹤0.01% 3073
2023
Q1
Sell
-535
Closed -$34K 4206
2022
Q4
$34K Sell
535
-177
-25% -$11.2K ﹤0.01% 2514
2022
Q3
$41K Buy
712
+406
+133% +$23.4K ﹤0.01% 2527
2022
Q2
$13K Hold
306
﹤0.01% 3210
2022
Q1
$13K Buy
+306
New +$13K ﹤0.01% 3210
2021
Q4
Sell
-94
Closed -$5K 3416
2021
Q3
$5K Hold
94
﹤0.01% 2507
2021
Q2
$5K Buy
+94
New +$5K ﹤0.01% 2467
2021
Q1
Hold
0
3970
2020
Q4
Sell
-1,900
Closed -$106K 3806
2020
Q3
$106K Buy
+1,900
New +$106K 0.01% 967
2020
Q2
Sell
-50
Closed -$2K 3505
2020
Q1
$2K Sell
50
-24
-32% -$960 ﹤0.01% 2357
2019
Q4
$3K Hold
74
﹤0.01% 2392
2019
Q3
$3K Buy
+74
New +$3K ﹤0.01% 2560
2019
Q1
$2K Sell
45
-93
-67% -$4.13K ﹤0.01% 2107
2018
Q4
$5K Buy
138
+8
+6% +$290 ﹤0.01% 2814
2018
Q3
$5K Hold
130
﹤0.01% 3185
2018
Q2
$5K Buy
130
+15
+13% +$577 ﹤0.01% 3229
2018
Q1
$4K Hold
115
﹤0.01% 3283
2017
Q4
$4K Sell
115
-26
-18% -$904 ﹤0.01% 3282
2017
Q3
$5K Buy
141
+107
+315% +$3.79K ﹤0.01% 3371
2017
Q2
$1K Buy
+34
New +$1K ﹤0.01% 3891
2016
Q2
Sell
-44
Closed -$2K 4118
2016
Q1
$2K Buy
+44
New +$2K ﹤0.01% 2107