Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.7K Sell
1,721
-492
-22% -$5.34K 0.01% 204
2025
Q1
$22.2K Buy
2,213
+23
+1% +$231 0.01% 189
2024
Q4
$21.7K Buy
2,190
+545
+33% +$5.4K 0.01% 177
2024
Q3
$17.4K Hold
1,645
0.01% 180
2024
Q2
$20.6K Hold
1,645
0.01% 168
2024
Q1
$21.8K Sell
1,645
-300
-15% -$3.98K 0.01% 156
2023
Q4
$23.7K Hold
1,945
0.01% 151
2023
Q3
$24.2K Sell
1,945
-250
-11% -$3.11K 0.01% 141
2023
Q2
$33.2K Hold
2,195
0.02% 134
2023
Q1
$27.7K Hold
2,195
0.01% 136
2022
Q4
$25.5K Sell
2,195
-500
-19% -$5.82K 0.01% 145
2022
Q3
$30K Sell
2,695
-500
-16% -$5.57K 0.02% 124
2022
Q2
$36K Sell
3,195
-2,050
-39% -$23.1K 0.02% 112
2022
Q1
$89K Sell
5,245
-1,700
-24% -$28.8K 0.04% 72
2021
Q4
$144K Buy
6,945
+4,945
+247% +$103K 0.06% 55
2021
Q3
$28K Hold
2,000
0.01% 122
2021
Q2
$30K Hold
2,000
0.01% 116
2021
Q1
$25K Hold
2,000
0.01% 120
2020
Q4
$18K Hold
2,000
0.01% 134
2020
Q3
$13K Hold
2,000
0.01% 144
2020
Q2
$12K Hold
2,000
0.01% 136
2020
Q1
$10K Hold
2,000
0.01% 142
2019
Q4
$19K Hold
2,000
0.01% 118
2019
Q3
$18K Hold
2,000
0.01% 116
2019
Q2
$20K Hold
2,000
0.01% 120
2019
Q1
$17K Sell
2,000
-385
-16% -$3.27K 0.01% 116
2018
Q4
$18K Hold
2,385
0.01% 109
2018
Q3
$22K Hold
2,385
0.01% 109
2018
Q2
$26K Sell
2,385
-1,957
-45% -$21.3K 0.02% 97
2018
Q1
$48K Hold
4,342
0.03% 69
2017
Q4
$54K Buy
4,342
+1,957
+82% +$24.3K 0.03% 65
2017
Q3
$29K Buy
2,385
+385
+19% +$4.68K 0.02% 90
2017
Q2
$22K Hold
2,000
0.01% 91
2017
Q1
$23K Hold
2,000
0.02% 87
2016
Q4
$24K Hold
2,000
0.02% 89
2016
Q3
$24K Hold
2,000
0.02% 94
2016
Q2
$25K Hold
2,000
0.02% 83
2016
Q1
$27K Hold
2,000
0.02% 75
2015
Q4
$28K Buy
2,000
+1,000
+100% +$14K 0.02% 70
2015
Q3
$14K Hold
1,000
0.01% 104
2015
Q2
$15K Hold
1,000
0.01% 117
2015
Q1
$16K Hold
1,000
0.01% 112
2014
Q4
$16K Buy
+1,000
New +$16K 0.01% 109