Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4244
2025
Q1
Sell
-16
Closed -$200 4733
2024
Q4
$200 Buy
+16
New +$200 ﹤0.01% 3748
2021
Q4
Sell
-86
Closed -$2K 3452
2021
Q3
$2K Hold
86
﹤0.01% 2849
2021
Q2
$2K Hold
86
﹤0.01% 2772
2021
Q1
$2K Hold
86
﹤0.01% 2696
2020
Q4
$1K Hold
86
﹤0.01% 2806
2020
Q3
$1K Hold
86
﹤0.01% 2710
2020
Q2
$1K Sell
86
-75
-47% -$872 ﹤0.01% 2609
2020
Q1
$2K Buy
161
+75
+87% +$932 ﹤0.01% 2373
2019
Q4
$3K Hold
86
﹤0.01% 2404
2019
Q3
$2K Buy
+86
New +$2K ﹤0.01% 2730
2019
Q1
$6K Sell
170
-343
-67% -$12.1K ﹤0.01% 1816
2018
Q4
$16K Sell
513
-17
-3% -$530 ﹤0.01% 2238
2018
Q3
$28K Hold
530
﹤0.01% 2243
2018
Q2
$25K Hold
530
﹤0.01% 2315
2018
Q1
$21K Hold
530
﹤0.01% 2368
2017
Q4
$21K Hold
530
﹤0.01% 2366
2017
Q3
$25K Hold
530
﹤0.01% 2437
2017
Q2
$26K Hold
530
﹤0.01% 2408
2017
Q1
$34K Buy
530
+294
+125% +$18.9K ﹤0.01% 2152
2016
Q4
$17K Sell
236
-37
-14% -$2.67K ﹤0.01% 2560
2016
Q3
$21K Buy
273
+240
+727% +$18.5K ﹤0.01% 2361
2016
Q2
$3K Sell
33
-137
-81% -$12.5K ﹤0.01% 3371
2016
Q1
$6K Buy
170
+34
+25% +$1.2K ﹤0.01% 1816
2015
Q4
$14K Buy
+136
New +$14K ﹤0.01% 2388