Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.56K Hold
1,178
﹤0.01% 3606
2025
Q1
$3.61K Sell
1,178
-312
-21% -$955 ﹤0.01% 2961
2024
Q4
$5.27K Buy
1,490
+312
+26% +$1.1K ﹤0.01% 2774
2024
Q3
$3.82K Hold
1,178
﹤0.01% 2754
2024
Q2
$3.59K Buy
1,178
+246
+26% +$750 ﹤0.01% 2665
2024
Q1
$2.68K Buy
+932
New +$2.68K ﹤0.01% 2619
2022
Q4
Sell
-700
Closed -$2K 4867
2022
Q3
$2K Hold
700
﹤0.01% 4430
2022
Q2
$2K Hold
700
﹤0.01% 4214
2022
Q1
$2K Buy
+700
New +$2K ﹤0.01% 4214
2021
Q3
Hold
0
4645
2021
Q2
Hold
0
4442
2021
Q1
Hold
0
4309
2020
Q4
Hold
0
4118
2020
Q3
Hold
0
3962
2020
Q2
Hold
0
3785
2020
Q1
Hold
0
3691
2019
Q4
Hold
0
3657
2019
Q3
Hold
0
3678
2019
Q1
$8K Sell
3,924
-1
-0% -$2 ﹤0.01% 1726
2018
Q4
$8K Sell
3,925
-5,755
-59% -$11.7K ﹤0.01% 2591
2018
Q3
$19K Buy
9,680
+656
+7% +$1.29K ﹤0.01% 2460
2018
Q2
$16K Hold
9,024
﹤0.01% 2583
2018
Q1
$19K Hold
9,024
﹤0.01% 2421
2017
Q4
$19K Hold
9,024
﹤0.01% 2419
2017
Q3
$19K Sell
9,024
-763
-8% -$1.61K ﹤0.01% 2604
2017
Q2
$19K Buy
9,787
+1,963
+25% +$3.81K ﹤0.01% 2599
2017
Q1
$15K Hold
7,824
﹤0.01% 2660
2016
Q4
$14K Buy
7,824
+5,861
+299% +$10.5K ﹤0.01% 2693
2016
Q3
$4K Hold
1,963
﹤0.01% 3352
2016
Q2
$5K Sell
1,963
-8,501
-81% -$21.7K ﹤0.01% 3160
2016
Q1
$8K Buy
+10,464
New +$8K ﹤0.01% 1726