Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$19K Hold
244
﹤0.01% 745
2024
Q4
$20K Hold
244
﹤0.01% 752
2024
Q3
$18.9K Sell
244
-50
-17% -$3.87K ﹤0.01% 757
2024
Q2
$21.6K Hold
294
﹤0.01% 744
2024
Q1
$25.6K Sell
294
-30
-9% -$2.61K ﹤0.01% 705
2023
Q4
$24.9K Hold
324
﹤0.01% 680
2023
Q3
$22.9K Buy
324
+200
+161% +$14.1K ﹤0.01% 687
2023
Q2
$10.4K Hold
124
﹤0.01% 832
2023
Q1
$7.97K Hold
124
﹤0.01% 861
2022
Q4
$7.55K Hold
124
﹤0.01% 862
2022
Q3
$8K Hold
124
﹤0.01% 851
2022
Q2
$11K Hold
124
﹤0.01% 816
2022
Q1
$12K Buy
+124
New +$12K ﹤0.01% 817
2021
Q2
Sell
-23
Closed -$3K 1156
2021
Q1
$3K Hold
23
﹤0.01% 921
2020
Q4
$2K Buy
+23
New +$2K ﹤0.01% 885
2018
Q1
Sell
-1,410
Closed -$90K 853
2017
Q4
$90K Buy
1,410
+300
+27% +$19.1K 0.01% 359
2017
Q3
$84K Buy
1,110
+1,000
+909% +$75.7K 0.01% 366
2017
Q2
$7K Hold
110
﹤0.01% 727
2017
Q1
$7K Hold
110
﹤0.01% 729
2016
Q4
$7K Hold
110
﹤0.01% 704
2016
Q3
$6K Hold
110
﹤0.01% 717
2016
Q2
$5K Hold
110
﹤0.01% 773
2016
Q1
$6K Hold
110
﹤0.01% 772
2015
Q4
$6K Hold
110
﹤0.01% 748
2015
Q3
$7K Hold
110
﹤0.01% 713
2015
Q2
$7K Buy
+110
New +$7K ﹤0.01% 753