Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.82K Buy
330
+329
+32,900% +$4.8K ﹤0.01% 3416
2025
Q1
$10 Sell
1
-750
-100% -$7.5K ﹤0.01% 4236
2024
Q4
$6.39K Buy
751
+1
+0.1% +$9 ﹤0.01% 2703
2024
Q3
$8.96K Hold
750
﹤0.01% 2467
2024
Q2
$9.53K Hold
750
﹤0.01% 2356
2024
Q1
$13.6K Hold
750
﹤0.01% 2133
2023
Q4
$21K Buy
750
+300
+67% +$8.39K ﹤0.01% 1891
2023
Q3
$8.31K Sell
450
-27
-6% -$498 ﹤0.01% 2329
2023
Q2
$19.7K Hold
477
﹤0.01% 2003
2023
Q1
$30.2K Sell
477
-480
-50% -$30.4K ﹤0.01% 1827
2022
Q4
$60K Sell
957
-528
-36% -$33.1K ﹤0.01% 2119
2022
Q3
$93K Sell
1,485
-1
-0.1% -$63 ﹤0.01% 1902
2022
Q2
$93K Hold
1,486
﹤0.01% 1730
2022
Q1
$93K Buy
1,486
+376
+34% +$23.5K ﹤0.01% 1730
2021
Q4
$49K Hold
1,110
﹤0.01% 1536
2021
Q3
$62K Buy
1,110
+200
+22% +$11.2K ﹤0.01% 1453
2021
Q2
$45K Buy
+910
New +$45K ﹤0.01% 1574
2021
Q1
Hold
0
4277
2020
Q4
Hold
0
4086
2020
Q3
Hold
0
3931
2020
Q2
Sell
-13
Closed -$1K 3754
2020
Q1
$1K Sell
13
-705
-98% -$54.2K ﹤0.01% 2592
2019
Q4
$52K Buy
718
+700
+3,889% +$50.7K ﹤0.01% 1239
2019
Q3
$1K Buy
+18
New +$1K ﹤0.01% 2935
2019
Q1
$5K Sell
56
-1,422
-96% -$127K ﹤0.01% 1884
2018
Q4
$86K Buy
1,478
+1,050
+245% +$61.1K 0.01% 1279
2018
Q3
$27K Buy
428
+110
+35% +$6.94K ﹤0.01% 2275
2018
Q2
$21K Buy
318
+168
+112% +$11.1K ﹤0.01% 2411
2018
Q1
$11K Hold
150
﹤0.01% 2747
2017
Q4
$11K Sell
150
-50
-25% -$3.67K ﹤0.01% 2743
2017
Q3
$13K Sell
200
-150
-43% -$9.75K ﹤0.01% 2857
2017
Q2
$23K Buy
350
+111
+46% +$7.29K ﹤0.01% 2482
2017
Q1
$15K Hold
239
﹤0.01% 2657
2016
Q4
$16K Buy
239
+50
+26% +$3.35K ﹤0.01% 2602
2016
Q3
$14K Hold
189
﹤0.01% 2621
2016
Q2
$13K Buy
189
+133
+238% +$9.15K ﹤0.01% 2614
2016
Q1
$5K Sell
56
-533
-90% -$47.6K ﹤0.01% 1884
2015
Q4
$36K Buy
+589
New +$36K ﹤0.01% 1803