Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-402
Closed -$22.5K 1265
2024
Q4
$22.5K Hold
402
﹤0.01% 728
2024
Q3
$29.1K Hold
402
﹤0.01% 699
2024
Q2
$23.5K Hold
402
﹤0.01% 728
2024
Q1
$22.7K Hold
402
﹤0.01% 724
2023
Q4
$20.5K Hold
402
﹤0.01% 702
2023
Q3
$26.6K Hold
402
﹤0.01% 662
2023
Q2
$26K Hold
402
﹤0.01% 669
2023
Q1
$21.6K Hold
402
﹤0.01% 686
2022
Q4
$24.5K Hold
402
﹤0.01% 658
2022
Q3
$27K Hold
402
﹤0.01% 620
2022
Q2
$33K Sell
402
-59
-13% -$4.84K ﹤0.01% 595
2022
Q1
$38K Hold
461
﹤0.01% 595
2021
Q4
$47K Hold
461
﹤0.01% 578
2021
Q3
$41K Hold
461
﹤0.01% 600
2021
Q2
$44K Buy
461
+402
+681% +$38.4K ﹤0.01% 600
2021
Q1
$6K Buy
+59
New +$6K ﹤0.01% 854
2020
Q2
Sell
-20
Closed -$1K 922
2020
Q1
$1K Buy
+20
New +$1K ﹤0.01% 862
2019
Q2
Sell
-100
Closed -$9K 840
2019
Q1
$9K Hold
100
﹤0.01% 676
2018
Q4
$8K Hold
100
﹤0.01% 685
2018
Q3
$11K Hold
100
﹤0.01% 665
2018
Q2
$9K Hold
100
﹤0.01% 671
2018
Q1
$8K Hold
100
﹤0.01% 710
2017
Q4
$9K Hold
100
﹤0.01% 701
2017
Q3
$10K Hold
100
﹤0.01% 678
2017
Q2
$11K Hold
100
﹤0.01% 663
2017
Q1
$10K Sell
100
-39
-28% -$3.9K ﹤0.01% 678
2016
Q4
$11K Buy
139
+39
+39% +$3.09K ﹤0.01% 642
2016
Q3
$8K Hold
100
﹤0.01% 678
2016
Q2
$8K Hold
100
﹤0.01% 702
2016
Q1
$8K Hold
100
﹤0.01% 716
2015
Q4
$7K Hold
100
﹤0.01% 721
2015
Q3
$7K Hold
100
﹤0.01% 710
2015
Q2
$7K Hold
100
﹤0.01% 751
2015
Q1
$6K Buy
+100
New +$6K ﹤0.01% 749