Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$19.7K Hold
3,745
﹤0.01% 738
2024
Q4
$16.6K Hold
3,745
﹤0.01% 780
2024
Q3
$16.4K Sell
3,745
-1,750
-32% -$7.65K ﹤0.01% 780
2024
Q2
$20.8K Hold
5,495
﹤0.01% 750
2024
Q1
$19.5K Hold
5,495
﹤0.01% 749
2023
Q4
$18.8K Sell
5,495
-5,400
-50% -$18.5K ﹤0.01% 715
2023
Q3
$40.7K Hold
10,895
﹤0.01% 580
2023
Q2
$45.3K Buy
10,895
+5,500
+102% +$22.9K ﹤0.01% 563
2023
Q1
$26.5K Buy
5,395
+2,400
+80% +$11.8K ﹤0.01% 654
2022
Q4
$13.9K Hold
2,995
﹤0.01% 759
2022
Q3
$13K Hold
2,995
﹤0.01% 757
2022
Q2
$14K Hold
2,995
﹤0.01% 767
2022
Q1
$16K Hold
2,995
﹤0.01% 762
2021
Q4
$19K Hold
2,995
﹤0.01% 777
2021
Q3
$16K Hold
2,995
﹤0.01% 798
2021
Q2
$16K Hold
2,995
﹤0.01% 824
2021
Q1
$12K Hold
2,995
﹤0.01% 759
2020
Q4
$12K Buy
+2,995
New +$12K ﹤0.01% 726
2018
Q3
Sell
-2,214
Closed -$13K 795
2018
Q2
$13K Buy
2,214
+134
+6% +$787 ﹤0.01% 637
2018
Q1
$11K Hold
2,080
﹤0.01% 680
2017
Q4
$10K Hold
2,080
﹤0.01% 687
2017
Q3
$12K Sell
2,080
-2,870
-58% -$16.6K ﹤0.01% 648
2017
Q2
$31K Sell
4,950
-3,000
-38% -$18.8K ﹤0.01% 519
2017
Q1
$43K Buy
7,950
+5,870
+282% +$31.8K ﹤0.01% 473
2016
Q4
$10K Hold
2,080
﹤0.01% 658
2016
Q3
$12K Buy
+2,080
New +$12K ﹤0.01% 612