Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.09K Sell
120
-212
-64% -$9K ﹤0.01% 470
2025
Q1
$13.3K Sell
332
-237
-42% -$9.5K ﹤0.01% 410
2024
Q4
$20.9K Sell
569
-953
-63% -$35K ﹤0.01% 347
2024
Q3
$52.7K Buy
1,522
+1,402
+1,168% +$48.6K 0.01% 324
2024
Q2
$3.46K Buy
+120
New +$3.46K ﹤0.01% 626
2023
Q3
Sell
-34
Closed -$930 920
2023
Q2
$930 Buy
+34
New +$930 ﹤0.01% 777
2021
Q1
Sell
-55
Closed -$1K 729
2020
Q4
$1K Sell
55
-292
-84% -$5.31K ﹤0.01% 761
2020
Q3
$8K Buy
347
+292
+531% +$6.73K ﹤0.01% 477
2020
Q2
$1K Sell
55
-244
-82% -$4.44K ﹤0.01% 626
2020
Q1
$7K Buy
299
+55
+23% +$1.29K ﹤0.01% 465
2019
Q4
$7K Buy
+244
New +$7K ﹤0.01% 456
2019
Q3
Sell
-249
Closed -$7K 668
2019
Q2
$7K Buy
+249
New +$7K ﹤0.01% 661
2017
Q4
Sell
-300
Closed -$8K 576
2017
Q3
$8K Hold
300
﹤0.01% 489
2017
Q2
$8K Hold
300
﹤0.01% 503
2017
Q1
$7K Hold
300
﹤0.01% 520
2016
Q4
$7K Hold
300
﹤0.01% 528
2016
Q3
$7K Hold
300
﹤0.01% 506
2016
Q2
$8K Hold
300
﹤0.01% 437
2016
Q1
$7K Hold
300
﹤0.01% 439
2015
Q4
$6K Hold
300
﹤0.01% 435
2015
Q3
$6K Sell
300
-463
-61% -$9.26K ﹤0.01% 496
2015
Q2
$14K Hold
763
﹤0.01% 404
2015
Q1
$13K Hold
763
﹤0.01% 405
2014
Q4
$13K Hold
763
﹤0.01% 423
2014
Q3
$12K Hold
763
﹤0.01% 440
2014
Q2
$12K Hold
763
﹤0.01% 435
2014
Q1
$11K Hold
763
﹤0.01% 427
2013
Q4
$10K Buy
+763
New +$10K ﹤0.01% 463