Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-125
Closed -$529 5027
2025
Q1
$529 Hold
125
﹤0.01% 3454
2024
Q4
$570 Buy
+125
New +$570 ﹤0.01% 3388
2024
Q3
Sell
-70
Closed -$533 3434
2024
Q2
$533 Hold
70
﹤0.01% 3081
2024
Q1
$547 Buy
+70
New +$547 ﹤0.01% 2967
2022
Q4
Sell
-252
Closed -$21K 4826
2022
Q3
$21K Buy
252
+19
+8% +$1.58K ﹤0.01% 3050
2022
Q2
$20K Hold
233
﹤0.01% 2852
2022
Q1
$20K Buy
+233
New +$20K ﹤0.01% 2852
2021
Q3
Hold
0
4452
2021
Q2
Hold
0
4238
2021
Q1
Hold
0
4121
2020
Q4
Hold
0
3935
2020
Q3
Sell
-55
Closed 3793
2020
Q2
$0 Hold
55
﹤0.01% 3620
2020
Q1
$0 Hold
55
﹤0.01% 3546
2019
Q4
$1K Buy
+55
New +$1K ﹤0.01% 2711
2019
Q3
Hold
0
3574
2019
Q1
Sell
-80
Closed -$2K 3281
2018
Q4
$2K Sell
80
-164
-67% -$4.1K ﹤0.01% 3141
2018
Q3
$9K Sell
244
-130
-35% -$4.8K ﹤0.01% 2884
2018
Q2
$14K Sell
374
-10
-3% -$374 ﹤0.01% 2663
2018
Q1
$13K Hold
384
﹤0.01% 2639
2017
Q4
$13K Buy
384
+39
+11% +$1.32K ﹤0.01% 2636
2017
Q3
$9K Buy
345
+38
+12% +$991 ﹤0.01% 3053
2017
Q2
$9K Hold
307
﹤0.01% 3074
2017
Q1
$9K Sell
307
-63
-17% -$1.85K ﹤0.01% 2964
2016
Q4
$11K Buy
370
+227
+159% +$6.75K ﹤0.01% 2830
2016
Q3
$4K Sell
143
-205
-59% -$5.73K ﹤0.01% 3341
2016
Q2
$9K Buy
+348
New +$9K ﹤0.01% 2801
2016
Q1
Sell
-117
Closed -$3K 3323
2015
Q4
$3K Buy
+117
New +$3K ﹤0.01% 3201