Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.6K Hold
551
﹤0.01% 604
2025
Q1
$15.4K Sell
551
-31
-5% -$865 ﹤0.01% 592
2024
Q4
$20.9K Sell
582
-6,327
-92% -$228K ﹤0.01% 551
2024
Q3
$250K Hold
6,909
0.02% 208
2024
Q2
$244K Buy
6,909
+14
+0.2% +$494 0.02% 212
2024
Q1
$210K Hold
6,895
0.02% 222
2023
Q4
$209K Sell
6,895
-114
-2% -$3.46K 0.02% 218
2023
Q3
$182K Hold
7,009
0.02% 224
2023
Q2
$217K Hold
7,009
0.02% 208
2023
Q1
$207K Hold
7,009
0.02% 205
2022
Q4
$190K Hold
7,009
0.02% 215
2022
Q3
$176K Buy
7,009
+6,510
+1,305% +$163K 0.02% 213
2022
Q2
$16K Hold
499
﹤0.01% 468
2022
Q1
$18K Buy
+499
New +$18K ﹤0.01% 469
2021
Q4
Sell
-499
Closed -$14K 319
2021
Q3
$14K Buy
499
+46
+10% +$1.29K ﹤0.01% 453
2021
Q2
$14K Buy
453
+378
+504% +$11.7K ﹤0.01% 418
2021
Q1
$2K Hold
75
﹤0.01% 499
2020
Q4
$2K Buy
+75
New +$2K ﹤0.01% 437
2017
Q1
Sell
-500
Closed -$7K 466
2016
Q4
$7K Hold
500
﹤0.01% 347
2016
Q3
$8K Hold
500
﹤0.01% 344
2016
Q2
$6K Sell
500
-2,669
-84% -$32K ﹤0.01% 393
2016
Q1
$39K Buy
3,169
+30
+1% +$369 0.01% 208
2015
Q4
$37K Buy
+3,139
New +$37K 0.01% 205
2015
Q3
Sell
-6,844
Closed -$93K 439
2015
Q2
$93K Buy
6,844
+29
+0.4% +$394 0.02% 142
2015
Q1
$96K Buy
6,815
+5,714
+519% +$80.5K 0.02% 142
2014
Q4
$20K Hold
1,101
0.01% 249
2014
Q3
$16K Hold
1,101
﹤0.01% 269
2014
Q2
$16K Hold
1,101
0.01% 264
2014
Q1
$16K Hold
1,101
0.01% 269
2013
Q4
$16K Hold
1,101
0.01% 241
2013
Q3
$16K Hold
1,101
0.01% 247
2013
Q2
$16K Buy
+1,101
New +$16K 0.01% 220