Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.88K Buy
+608
New +$2.88K ﹤0.01% 3718
2023
Q4
Sell
-575
Closed -$5.14K 3287
2023
Q3
$5.14K Sell
575
-489
-46% -$4.37K ﹤0.01% 2493
2023
Q2
$7.61K Buy
+1,064
New +$7.61K ﹤0.01% 2390
2022
Q4
Sell
-2,600
Closed -$40K 4797
2022
Q3
$40K Buy
2,600
+1,600
+160% +$24.6K ﹤0.01% 2549
2022
Q2
$16K Hold
1,000
﹤0.01% 3049
2022
Q1
$16K Buy
+1,000
New +$16K ﹤0.01% 3049
2021
Q3
Hold
0
4319
2021
Q2
Hold
0
4094
2021
Q1
Hold
0
3990
2020
Q4
Sell
-243
Closed -$1K 3823
2020
Q3
$1K Hold
243
﹤0.01% 2667
2020
Q2
$1K Buy
+243
New +$1K ﹤0.01% 2559
2020
Q1
Hold
0
3456
2019
Q4
Sell
-1,134
Closed -$6K 3452
2019
Q3
$6K Buy
+1,134
New +$6K ﹤0.01% 2285
2019
Q1
$11K Hold
1,000
﹤0.01% 1579
2018
Q4
$10K Hold
1,000
﹤0.01% 2480
2018
Q3
$15K Hold
1,000
﹤0.01% 2591
2018
Q2
$15K Sell
1,000
-173
-15% -$2.6K ﹤0.01% 2617
2018
Q1
$30K Hold
1,173
﹤0.01% 2138
2017
Q4
$30K Sell
1,173
-134
-10% -$3.43K ﹤0.01% 2133
2017
Q3
$32K Hold
1,307
﹤0.01% 2274
2017
Q2
$26K Buy
1,307
+178
+16% +$3.54K ﹤0.01% 2405
2017
Q1
$21K Hold
1,129
﹤0.01% 2454
2016
Q4
$22K Hold
1,129
﹤0.01% 2371
2016
Q3
$19K Sell
1,129
-17
-1% -$286 ﹤0.01% 2429
2016
Q2
$18K Buy
1,146
+146
+15% +$2.29K ﹤0.01% 2402
2016
Q1
$11K Sell
1,000
-155
-13% -$1.71K ﹤0.01% 1579
2015
Q4
$14K Buy
+1,155
New +$14K ﹤0.01% 2380