Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3325
2025
Q1
Sell
-118
Closed -$1.09K 4633
2024
Q4
$1.09K Buy
118
+18
+18% +$166 ﹤0.01% 3259
2024
Q3
$1.81K Sell
100
-153
-60% -$2.76K ﹤0.01% 2935
2024
Q2
$3K Buy
253
+75
+42% +$890 ﹤0.01% 2728
2024
Q1
$2.35K Hold
178
﹤0.01% 2646
2023
Q4
$3.49K Buy
178
+78
+78% +$1.53K ﹤0.01% 2526
2023
Q3
$1.26K Hold
100
﹤0.01% 2950
2023
Q2
$1.79K Hold
100
﹤0.01% 2915
2023
Q1
$1.23K Sell
100
-27
-21% -$331 ﹤0.01% 3043
2022
Q4
$3K Sell
127
-1,184
-90% -$28K ﹤0.01% 4051
2022
Q3
$39K Buy
1,311
+102
+8% +$3.03K ﹤0.01% 2566
2022
Q2
$38K Hold
1,209
﹤0.01% 2362
2022
Q1
$38K Buy
1,209
+1,174
+3,354% +$36.9K ﹤0.01% 2362
2021
Q4
$3K Sell
35
-175
-83% -$15K ﹤0.01% 2641
2021
Q3
$10K Sell
210
-537
-72% -$25.6K ﹤0.01% 2232
2021
Q2
$42K Sell
747
-62
-8% -$3.49K ﹤0.01% 1605
2021
Q1
$48K Buy
809
+107
+15% +$6.35K ﹤0.01% 1484
2020
Q4
$48K Buy
702
+387
+123% +$26.5K ﹤0.01% 1464
2020
Q3
$25K Buy
+315
New +$25K ﹤0.01% 1565
2020
Q2
Hold
0
3535
2020
Q1
Hold
0
3475
2019
Q4
Sell
-300
Closed -$5K 3472
2019
Q3
$5K Buy
+300
New +$5K ﹤0.01% 2345
2019
Q1
Sell
-277
Closed -$3K 3201
2018
Q4
$3K Sell
277
-100
-27% -$1.08K ﹤0.01% 3010
2018
Q3
$5K Sell
377
-82
-18% -$1.09K ﹤0.01% 3188
2018
Q2
$6K Buy
459
+159
+53% +$2.08K ﹤0.01% 3136
2018
Q1
$2K Hold
300
﹤0.01% 3538
2017
Q4
$2K Sell
300
-789
-72% -$5.26K ﹤0.01% 3538
2017
Q3
$6K Buy
+1,089
New +$6K ﹤0.01% 3280