Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.7K Buy
122
+67
+122% +$15.2K ﹤0.01% 409
2025
Q1
$13.4K Buy
55
+44
+400% +$10.7K ﹤0.01% 465
2024
Q4
$3.1K Buy
+11
New +$3.1K ﹤0.01% 444
2024
Q3
Hold
0
-$35 322
2024
Q2
Hold
0
-$34 335
2024
Q1
Hold
0
-$30 427
2023
Q4
Sell
-62
Closed -$16.5K 481
2023
Q3
$16.5K Buy
62
+60
+3,000% +$15.9K ﹤0.01% 265
2023
Q2
$525 Hold
2
﹤0.01% 679
2023
Q1
$484 Hold
2
﹤0.01% 716
2022
Q4
$367 Sell
2
-3
-60% -$551 ﹤0.01% 678
2022
Q3
$1K Buy
+5
New +$1K ﹤0.01% 386
2022
Q2
Hold
0
418
2022
Q1
Hold
0
411
2021
Q4
Hold
0
373
2021
Q3
Hold
0
364
2021
Q2
Hold
0
354
2021
Q1
Hold
0
336
2020
Q4
Sell
-5
Closed -$1K 349
2020
Q3
$1K Sell
5
-7
-58% -$1.4K ﹤0.01% 315
2020
Q2
$2K Sell
12
-193
-94% -$32.2K ﹤0.01% 315
2020
Q1
$25K Buy
205
+140
+215% +$17.1K ﹤0.01% 202
2019
Q4
$10K Buy
65
+60
+1,200% +$9.23K ﹤0.01% 229
2019
Q3
$1K Sell
5
-200
-98% -$40K ﹤0.01% 264
2019
Q2
$34K Hold
205
0.01% 192
2019
Q1
$37K Hold
205
0.01% 177
2018
Q4
$33K Hold
205
0.01% 173
2018
Q3
$49K Buy
205
+5
+3% +$1.2K 0.01% 170
2018
Q2
$47K Hold
200
0.01% 174
2018
Q1
$48K Hold
200
0.01% 155
2017
Q4
$50K Hold
200
0.01% 154
2017
Q3
$45K Hold
200
0.01% 137
2017
Q2
$43K Hold
200
0.01% 133
2017
Q1
$39K Hold
200
0.01% 138
2016
Q4
$37K Sell
200
-400
-67% -$74K 0.01% 155
2016
Q3
$105K Hold
600
0.02% 134
2016
Q2
$91K Hold
600
0.02% 139
2016
Q1
$98K Buy
600
+400
+200% +$65.3K 0.03% 140
2015
Q4
$30K Hold
200
0.01% 173
2015
Q3
$29K Hold
200
0.01% 175
2015
Q2
$34K Hold
200
0.01% 177
2015
Q1
$33K Hold
200
0.01% 172
2014
Q4
$35K Hold
200
0.01% 170
2014
Q3
$32K Sell
200
-300
-60% -$48K 0.01% 185
2014
Q2
$76K Hold
500
0.03% 144
2014
Q1
$66K Buy
500
+300
+150% +$39.6K 0.03% 132
2013
Q4
$29K Hold
200
0.01% 142
2013
Q3
$23K Buy
+200
New +$23K 0.01% 144
2013
Q2
Hold
0
184