Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-66
Closed -$889 4710
2024
Q4
$889 Buy
+66
New +$889 ﹤0.01% 3303
2023
Q2
Sell
-135
Closed -$1.62K 3584
2023
Q1
$1.62K Sell
135
-2,980
-96% -$35.7K ﹤0.01% 2961
2022
Q4
$38K Buy
3,115
+1,277
+69% +$15.6K ﹤0.01% 2431
2022
Q3
$23K Buy
1,838
+1,698
+1,213% +$21.2K ﹤0.01% 2972
2022
Q2
$2K Hold
140
﹤0.01% 4208
2022
Q1
$2K Buy
+140
New +$2K ﹤0.01% 4208
2021
Q3
Sell
-24
Closed 4600
2021
Q2
$0 Sell
24
-5,731
-100% ﹤0.01% 4391
2021
Q1
$171K Sell
5,755
-152
-3% -$4.52K ﹤0.01% 916
2020
Q4
$166K Buy
5,907
+5,507
+1,377% +$155K 0.01% 892
2020
Q3
$6K Sell
400
-1,136
-74% -$17K ﹤0.01% 2115
2020
Q2
$31K Buy
+1,536
New +$31K ﹤0.01% 1420
2020
Q1
Hold
0
3653
2019
Q4
Hold
0
3622
2019
Q3
Hold
0
3647
2018
Q2
Sell
-1,036
Closed -$12K 4025
2018
Q1
$12K Hold
1,036
﹤0.01% 2690
2017
Q4
$12K Buy
1,036
+116
+13% +$1.34K ﹤0.01% 2686
2017
Q3
$8K Hold
920
﹤0.01% 3134
2017
Q2
$10K Buy
+920
New +$10K ﹤0.01% 3002
2016
Q4
Sell
-384
Closed -$6K 4115
2016
Q3
$6K Buy
+384
New +$6K ﹤0.01% 3139
2016
Q1
Sell
-60
Closed -$1K 3435
2015
Q4
$1K Buy
+60
New +$1K ﹤0.01% 3562