Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.7K Hold
478
﹤0.01% 541
2025
Q1
$13.2K Sell
478
-80
-14% -$2.22K ﹤0.01% 530
2024
Q4
$18.2K Hold
558
﹤0.01% 500
2024
Q3
$20K Buy
558
+11
+2% +$395 ﹤0.01% 526
2024
Q2
$19.2K Buy
547
+247
+82% +$8.65K ﹤0.01% 491
2024
Q1
$9.07K Hold
300
﹤0.01% 619
2023
Q4
$9.03K Hold
300
﹤0.01% 563
2023
Q3
$7.71K Hold
300
﹤0.01% 555
2023
Q2
$9.21K Hold
300
﹤0.01% 560
2023
Q1
$8.81K Hold
300
﹤0.01% 579
2022
Q4
$8.06K Hold
300
﹤0.01% 607
2022
Q3
$7K Sell
300
-320
-52% -$7.47K ﹤0.01% 643
2022
Q2
$20K Buy
620
+297
+92% +$9.58K ﹤0.01% 464
2022
Q1
$12K Sell
323
-257
-44% -$9.55K ﹤0.01% 577
2021
Q4
$22K Buy
580
+280
+93% +$10.6K ﹤0.01% 539
2021
Q3
$8K Hold
300
﹤0.01% 725
2021
Q2
$9K Hold
300
﹤0.01% 692
2021
Q1
$10K Buy
+300
New +$10K ﹤0.01% 643
2020
Q4
Sell
-534
Closed -$10K 943
2020
Q3
$10K Hold
534
﹤0.01% 606
2020
Q2
$9K Hold
534
﹤0.01% 532
2020
Q1
$9K Hold
534
﹤0.01% 509
2019
Q4
$11K Hold
534
﹤0.01% 532
2019
Q3
$10K Hold
534
﹤0.01% 588
2019
Q2
$11K Hold
534
﹤0.01% 550
2019
Q1
$10K Hold
534
﹤0.01% 547
2018
Q4
$11K Hold
534
﹤0.01% 487
2018
Q3
$14K Buy
+534
New +$14K ﹤0.01% 458
2018
Q2
Sell
-463
Closed -$10K 888
2018
Q1
$10K Sell
463
-147
-24% -$3.18K 0.01% 601
2017
Q4
$13K Buy
610
+147
+32% +$3.13K 0.01% 559
2017
Q3
$9K Hold
463
0.01% 552
2017
Q2
$8K Hold
463
0.01% 587
2017
Q1
$8K Sell
463
-1,062
-70% -$18.4K ﹤0.01% 613
2016
Q4
$23K Buy
1,525
+1,062
+229% +$16K 0.01% 459
2016
Q3
$7K Hold
463
﹤0.01% 639
2016
Q2
$6K Sell
463
-222
-32% -$2.88K ﹤0.01% 598
2016
Q1
$8K Sell
685
-270
-28% -$3.15K 0.01% 512
2015
Q4
$11K Sell
955
-2,379
-71% -$27.4K 0.01% 557
2015
Q3
$39K Buy
3,334
+619
+23% +$7.24K 0.03% 300
2015
Q2
$37K Hold
2,715
0.03% 335
2015
Q1
$38K Sell
2,715
-1,630
-38% -$22.8K 0.03% 323
2014
Q4
$79K Buy
4,345
+595
+16% +$10.8K 0.06% 214
2014
Q3
$60K Buy
3,750
+454
+14% +$7.26K 0.05% 228
2014
Q2
$50K Buy
+3,296
New +$50K 0.04% 233
2014
Q1
Sell
-2,081
Closed -$26K 656
2013
Q4
$26K Buy
2,081
+2,026
+3,684% +$25.3K 0.01% 316
2013
Q3
$1K Buy
+55
New +$1K ﹤0.01% 599