Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.58K Sell
27
-100
-79% -$31.8K ﹤0.01% 331
2025
Q1
$32.9K Buy
127
+100
+370% +$25.9K 0.02% 248
2024
Q4
$10.9K Hold
27
0.01% 318
2024
Q3
$7.06K Buy
+27
New +$7.06K ﹤0.01% 333
2024
Q1
$4.75K Hold
27
﹤0.01% 360
2023
Q4
$6.71K Hold
27
﹤0.01% 346
2023
Q3
$6.76K Hold
27
﹤0.01% 339
2023
Q2
$7.07K Hold
27
﹤0.01% 346
2023
Q1
$5.6K Hold
27
﹤0.01% 362
2022
Q4
$3K Hold
27
﹤0.01% 400
2022
Q3
$7K Hold
27
﹤0.01% 381
2022
Q2
$6K Hold
27
﹤0.01% 373
2022
Q1
$10K Hold
27
0.01% 353
2021
Q4
$10K Buy
27
+3
+13% +$1.11K 0.01% 361
2021
Q3
$6K Hold
24
﹤0.01% 393
2021
Q2
$5K Hold
24
﹤0.01% 421
2021
Q1
$5K Sell
24
-396
-94% -$82.5K ﹤0.01% 431
2020
Q4
$99K Hold
420
0.06% 200
2020
Q3
$60K Sell
420
-1,305
-76% -$186K 0.04% 220
2020
Q2
$124K Hold
1,725
0.09% 179
2020
Q1
$60K Hold
1,725
0.05% 200
2019
Q4
$48K Buy
1,725
+270
+19% +$7.51K 0.03% 235
2019
Q3
$23K Hold
1,455
0.02% 265
2019
Q2
$22K Buy
1,455
+1,275
+708% +$19.3K 0.02% 265
2019
Q1
$3K Hold
180
﹤0.01% 395
2018
Q4
$4K Hold
180
﹤0.01% 371
2018
Q3
$3K Hold
180
﹤0.01% 395
2018
Q2
$4K Hold
180
﹤0.01% 383
2018
Q1
$3K Hold
180
﹤0.01% 383
2017
Q4
$4K Hold
180
﹤0.01% 354
2017
Q3
$3K Hold
180
﹤0.01% 375
2017
Q2
$3K Hold
180
﹤0.01% 375
2017
Q1
$3K Hold
180
﹤0.01% 371
2016
Q4
$3 Buy
+180
New +$3 ﹤0.01% 361