Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.6K Hold
794
﹤0.01% 722
2025
Q1
$22.2K Hold
794
﹤0.01% 696
2024
Q4
$26.1K Hold
794
﹤0.01% 689
2024
Q3
$28.7K Hold
794
﹤0.01% 686
2024
Q2
$28K Hold
794
﹤0.01% 674
2024
Q1
$24.3K Sell
794
-380
-32% -$11.6K ﹤0.01% 681
2023
Q4
$35.5K Buy
1,174
+380
+48% +$11.5K ﹤0.01% 610
2023
Q3
$20.6K Hold
794
﹤0.01% 670
2023
Q2
$24.6K Hold
794
﹤0.01% 657
2023
Q1
$23.5K Hold
794
﹤0.01% 666
2022
Q4
$21.5K Hold
794
﹤0.01% 647
2022
Q3
$20K Hold
794
﹤0.01% 643
2022
Q2
$26K Hold
794
﹤0.01% 619
2022
Q1
$29K Hold
794
﹤0.01% 599
2021
Q4
$30K Sell
794
-206
-21% -$7.78K ﹤0.01% 639
2021
Q3
$27K Hold
1,000
﹤0.01% 587
2021
Q2
$30K Hold
1,000
﹤0.01% 556
2021
Q1
$32K Hold
1,000
﹤0.01% 519
2020
Q4
$25K Hold
1,000
﹤0.01% 537
2020
Q3
$19K Hold
1,000
﹤0.01% 499
2020
Q2
$17K Hold
1,000
﹤0.01% 505
2020
Q1
$17K Hold
1,000
﹤0.01% 465
2019
Q4
$21K Hold
1,000
﹤0.01% 486
2019
Q3
$19K Hold
1,000
﹤0.01% 469
2019
Q2
$21K Sell
1,000
-3,710
-79% -$77.9K ﹤0.01% 477
2019
Q1
$121K Buy
+4,710
New +$121K 0.01% 227
2018
Q4
Sell
-4,710
Closed -$121K 271
2018
Q3
$121K Hold
4,710
0.01% 227
2018
Q2
$107K Hold
4,710
0.01% 230
2018
Q1
$101K Hold
4,710
0.01% 228
2017
Q4
$99K Hold
4,710
0.01% 246
2017
Q3
$95K Sell
4,710
-46
-1% -$928 0.01% 246
2017
Q2
$83K Buy
4,756
+46
+1% +$803 0.01% 262
2017
Q1
$83K Hold
4,710
0.01% 320
2016
Q4
$70K Buy
4,710
+4,610
+4,610% +$68.5K 0.01% 324
2016
Q3
$16 Buy
+100
New +$16 ﹤0.01% 494