Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.5K Sell
1,020
-123
-11% -$3.68K ﹤0.01% 664
2025
Q1
$38.6K Buy
1,143
+123
+12% +$4.16K ﹤0.01% 612
2024
Q4
$30.2K Hold
1,020
﹤0.01% 669
2024
Q3
$32K Hold
1,020
﹤0.01% 670
2024
Q2
$36.8K Hold
1,020
﹤0.01% 626
2024
Q1
$38.4K Hold
1,020
﹤0.01% 607
2023
Q4
$36.1K Hold
1,020
﹤0.01% 606
2023
Q3
$39.5K Buy
1,020
+128
+14% +$4.96K ﹤0.01% 563
2023
Q2
$31.5K Sell
892
-67
-7% -$2.37K ﹤0.01% 610
2023
Q1
$36.4K Buy
959
+200
+26% +$7.59K ﹤0.01% 590
2022
Q4
$26.5K Buy
759
+330
+77% +$11.5K ﹤0.01% 618
2022
Q3
$12K Sell
429
-51
-11% -$1.43K ﹤0.01% 716
2022
Q2
$14K Buy
480
+479
+47,900% +$14K ﹤0.01% 719
2022
Q1
$0 Sell
1
-250
-100% ﹤0.01% 1015
2021
Q4
$7K Hold
251
﹤0.01% 876
2021
Q3
$7K Buy
251
+250
+25,000% +$6.97K ﹤0.01% 803
2021
Q2
$0 Hold
1
﹤0.01% 909
2021
Q1
$0 Sell
1
-2,000
-100% ﹤0.01% 857
2020
Q4
$41K Buy
2,001
+2,000
+200,000% +$41K ﹤0.01% 466
2020
Q3
$0 Hold
1
﹤0.01% 698
2020
Q2
$0 Hold
1
﹤0.01% 704
2020
Q1
$0 Hold
1
﹤0.01% 674
2019
Q4
$0 Hold
1
﹤0.01% 692
2019
Q3
$0 Hold
1
﹤0.01% 646
2019
Q2
$0 Buy
+1
New ﹤0.01% 673
2018
Q3
Sell
-367
Closed -$16K 458
2018
Q2
$16K Sell
367
-1,515
-80% -$66K ﹤0.01% 396
2018
Q1
$70K Sell
1,882
-280
-13% -$10.4K 0.01% 255
2017
Q4
$83K Buy
2,162
+224
+12% +$8.6K 0.01% 259
2017
Q3
$67K Sell
1,938
-348
-15% -$12K 0.01% 280
2017
Q2
$70K Sell
2,286
-37
-2% -$1.13K 0.01% 272
2017
Q1
$69K Sell
2,323
-41
-2% -$1.22K 0.01% 345
2016
Q4
$76K Sell
2,364
-42
-2% -$1.35K 0.01% 318
2016
Q3
$712 Buy
+2,406
New +$712 0.01% 286
2014
Q4
Sell
-15,107
Closed -$543K 270
2014
Q3
$543K Sell
15,107
-367
-2% -$13.2K 0.07% 187
2014
Q2
$668K Sell
15,474
-368
-2% -$15.9K 0.08% 165
2014
Q1
$623K Sell
15,842
-291
-2% -$11.4K 0.08% 175
2013
Q4
$641K Hold
16,133
0.08% 169
2013
Q3
$555K Hold
16,133
0.08% 178
2013
Q2
$551K Buy
+16,133
New +$551K 0.08% 171