Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.4K Hold
947
﹤0.01% 242
2025
Q1
$32K Sell
947
-330
-26% -$11.2K ﹤0.01% 230
2024
Q4
$37.8K Hold
1,277
0.01% 214
2024
Q3
$40.1K Hold
1,277
0.01% 211
2024
Q2
$46.1K Hold
1,277
0.01% 187
2024
Q1
$48.1K Hold
1,277
0.01% 182
2023
Q4
$45.2K Hold
1,277
0.01% 185
2023
Q3
$49.5K Buy
1,277
+287
+29% +$11.1K 0.01% 175
2023
Q2
$34.9K Buy
990
+14
+1% +$494 0.01% 199
2023
Q1
$37K Hold
976
0.01% 204
2022
Q4
$34.1K Buy
976
+7
+0.7% +$244 0.01% 200
2022
Q3
$28K Buy
969
+9
+0.9% +$260 0.01% 199
2022
Q2
$27K Buy
960
+700
+269% +$19.7K 0.01% 200
2022
Q1
$8K Sell
260
-686
-73% -$21.1K ﹤0.01% 205
2021
Q4
$25K Buy
946
+636
+205% +$16.8K 0.01% 195
2021
Q3
$8K Hold
310
﹤0.01% 260
2021
Q2
$8K Hold
310
﹤0.01% 280
2021
Q1
$8K Buy
310
+50
+19% +$1.29K ﹤0.01% 230
2020
Q4
$5K Hold
260
﹤0.01% 258
2020
Q3
$5K Hold
260
﹤0.01% 239
2020
Q2
$6K Hold
260
﹤0.01% 215
2020
Q1
$6K Sell
260
-25
-9% -$577 ﹤0.01% 194
2019
Q4
$11K Buy
285
+25
+10% +$965 0.01% 193
2019
Q3
$10K Sell
260
-4
-2% -$154 0.01% 193
2019
Q2
$11K Hold
264
0.01% 186
2019
Q1
$11K Sell
264
-4
-1% -$167 0.01% 189
2018
Q4
$10K Sell
268
-4
-1% -$149 0.01% 189
2018
Q3
$12K Sell
272
-4
-1% -$176 0.01% 198
2018
Q2
$12K Sell
276
-4
-1% -$174 0.01% 188
2018
Q1
$11K Sell
280
-4
-1% -$157 0.01% 205
2017
Q4
$11K Sell
284
-4
-1% -$155 0.01% 189
2017
Q3
$10K Buy
+288
New +$10K 0.01% 204
2016
Q2
Sell
-309
Closed -$8K 72
2016
Q1
$8K Hold
309
0.01% 160
2015
Q4
$8K Buy
+309
New +$8K 0.01% 155