Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.69K Buy
+65
New +$6.69K ﹤0.01% 3168
2025
Q1
Sell
-2
Closed -$200 4655
2024
Q4
$200 Buy
+2
New +$200 ﹤0.01% 3746
2023
Q1
Sell
-172
Closed -$18K 4287
2022
Q4
$18K Buy
172
+138
+406% +$14.4K ﹤0.01% 2987
2022
Q3
$10K Sell
34
-31
-48% -$9.12K ﹤0.01% 3670
2022
Q2
$11K Hold
65
﹤0.01% 3352
2022
Q1
$11K Buy
65
+51
+364% +$8.63K ﹤0.01% 3352
2021
Q4
$1K Hold
14
﹤0.01% 3063
2021
Q3
$1K Hold
14
﹤0.01% 3059
2021
Q2
$1K Sell
14
-12
-46% -$857 ﹤0.01% 2907
2021
Q1
$1K Hold
26
﹤0.01% 2838
2020
Q4
$1K Hold
26
﹤0.01% 2787
2020
Q3
$1K Hold
26
﹤0.01% 2683
2020
Q2
$1K Buy
+26
New +$1K ﹤0.01% 2575
2020
Q1
Sell
-45
Closed -$3K 3517
2019
Q4
$3K Sell
45
-5
-10% -$333 ﹤0.01% 2396
2019
Q3
$3K Buy
+50
New +$3K ﹤0.01% 2566
2019
Q1
Sell
-128
Closed -$6K 3250
2018
Q4
$6K Sell
128
-1,007
-89% -$47.2K ﹤0.01% 2729
2018
Q3
$67K Hold
1,135
﹤0.01% 1725
2018
Q2
$59K Sell
1,135
-28
-2% -$1.46K ﹤0.01% 1806
2018
Q1
$62K Hold
1,163
﹤0.01% 1694
2017
Q4
$62K Sell
1,163
-7
-0.6% -$373 ﹤0.01% 1691
2017
Q3
$51K Sell
1,170
-1,993
-63% -$86.9K ﹤0.01% 1966
2017
Q2
$111K Sell
3,163
-92
-3% -$3.23K ﹤0.01% 1467
2017
Q1
$111K Sell
3,255
-577
-15% -$19.7K ﹤0.01% 1426
2016
Q4
$140K Buy
3,832
+2,474
+182% +$90.4K 0.01% 1239
2016
Q3
$36K Sell
1,358
-1,575
-54% -$41.8K ﹤0.01% 2001
2016
Q2
$78K Buy
+2,933
New +$78K ﹤0.01% 1481
2016
Q1
Sell
-1,000
Closed -$19K 3288
2015
Q4
$19K Buy
+1,000
New +$19K ﹤0.01% 2182