Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-315
Closed -$22K 209
2024
Q4
$22K Hold
315
0.01% 212
2024
Q3
$33K Hold
315
0.01% 211
2024
Q2
$37K Hold
315
0.01% 190
2024
Q1
$36K Hold
315
0.01% 189
2023
Q4
$35K Hold
315
0.01% 193
2023
Q3
$30K Hold
315
0.01% 195
2023
Q2
$32K Hold
315
0.01% 197
2023
Q1
$32K Sell
315
-130
-29% -$13.2K 0.01% 193
2022
Q4
$41K Sell
445
-75
-14% -$6.91K 0.02% 179
2022
Q3
$41K Sell
520
-100
-16% -$7.89K 0.02% 176
2022
Q2
$59K Hold
620
0.03% 164
2022
Q1
$77K Buy
620
+10
+2% +$1.24K 0.03% 158
2021
Q4
$95K Hold
610
0.03% 152
2021
Q3
$102K Sell
610
-215
-26% -$36K 0.04% 149
2021
Q2
$162K Hold
825
0.06% 128
2021
Q1
$151K Hold
825
0.06% 134
2020
Q4
$137K Buy
825
+315
+62% +$52.3K 0.06% 134
2020
Q3
$66K Buy
+510
New +$66K 0.03% 164
2019
Q4
$34K Hold
290
0.02% 206
2019
Q3
$22K Hold
290
0.01% 219
2019
Q2
$19K Hold
290
0.01% 234
2019
Q1
$21K Sell
290
-70
-19% -$5.07K 0.01% 225
2018
Q4
$23K Sell
360
-50
-12% -$3.19K 0.01% 213
2018
Q3
$32K Hold
410
0.02% 209
2018
Q2
$33K Sell
410
-20
-5% -$1.61K 0.02% 208
2018
Q1
$30K Hold
430
0.02% 210
2017
Q4
$29K Sell
430
-200
-32% -$13.5K 0.02% 223
2017
Q3
$44.5K Hold
630
0.03% 158
2017
Q2
$39.9K Hold
630
0.03% 165
2017
Q1
$43.2K Hold
630
0.03% 161
2016
Q4
$34K Buy
+630
New +$34K 0.02% 173
2016
Q2
$36K Buy
630
+330
+110% +$18.9K 0.02% 169
2016
Q1
$14K Buy
+300
New +$14K 0.01% 192