Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.1K Sell
565
-165
-23% -$3.25K ﹤0.01% 2295
2025
Q1
$14.2K Sell
730
-64
-8% -$1.24K ﹤0.01% 2212
2024
Q4
$14.1K Sell
794
-29
-4% -$514 ﹤0.01% 2224
2024
Q3
$15.7K Buy
823
+57
+7% +$1.09K ﹤0.01% 2151
2024
Q2
$12.5K Buy
766
+175
+30% +$2.85K ﹤0.01% 2171
2024
Q1
$11.7K Sell
591
-59
-9% -$1.17K ﹤0.01% 2240
2023
Q4
$12.3K Sell
650
-85
-12% -$1.61K ﹤0.01% 2155
2023
Q3
$16.2K Buy
735
+16
+2% +$352 ﹤0.01% 1956
2023
Q2
$14K Buy
719
+19
+3% +$371 ﹤0.01% 2069
2023
Q1
$12.9K Buy
700
+60
+9% +$1.11K ﹤0.01% 2095
2022
Q4
$11.4K Hold
640
﹤0.01% 2079
2022
Q3
$12K Sell
640
-234
-27% -$4.39K ﹤0.01% 1984
2022
Q2
$20K Buy
874
+110
+14% +$2.52K ﹤0.01% 1776
2022
Q1
$17K Buy
764
+124
+19% +$2.76K ﹤0.01% 1922
2021
Q4
$14K Hold
640
﹤0.01% 1947
2021
Q3
$12K Sell
640
-32
-5% -$600 ﹤0.01% 1974
2021
Q2
$14K Buy
672
+32
+5% +$667 ﹤0.01% 1860
2021
Q1
$13K Hold
640
﹤0.01% 1739
2020
Q4
$11K Hold
640
﹤0.01% 1660
2020
Q3
$7K Sell
640
-400
-38% -$4.38K ﹤0.01% 1767
2020
Q2
$10K Hold
1,040
﹤0.01% 1564
2020
Q1
$9K Buy
1,040
+130
+14% +$1.13K ﹤0.01% 1512
2019
Q4
$12K Sell
910
-35
-4% -$462 ﹤0.01% 1417
2019
Q3
$11K Buy
945
+545
+136% +$6.34K ﹤0.01% 1409
2019
Q2
$4K Hold
400
﹤0.01% 1616
2019
Q1
$5K Hold
400
﹤0.01% 1584
2018
Q4
$4K Hold
400
﹤0.01% 1577
2018
Q3
$6K Buy
400
+339
+556% +$5.09K ﹤0.01% 1499
2018
Q2
$1K Sell
61
-92
-60% -$1.51K ﹤0.01% 1822
2018
Q1
$2K Buy
+153
New +$2K ﹤0.01% 1562
2017
Q2
Sell
-9,035
Closed -$231K 310
2017
Q1
$231K Buy
+9,035
New +$231K 0.03% 240
2016
Q4
Sell
-433
Closed -$13K 806
2016
Q3
$13K Sell
433
-204
-32% -$6.13K ﹤0.01% 945
2016
Q2
$20K Sell
637
-710
-53% -$22.3K ﹤0.01% 722
2016
Q1
$45K Sell
1,347
-83
-6% -$2.77K 0.01% 457
2015
Q4
$39K Sell
1,430
-1,014
-41% -$27.7K 0.01% 411
2015
Q3
$51K Buy
2,444
+2,337
+2,184% +$48.8K 0.01% 345
2015
Q2
$3K Hold
107
﹤0.01% 835
2015
Q1
$2K Buy
+107
New +$2K ﹤0.01% 803
2014
Q2
Sell
-116
Closed -$5K 951
2014
Q1
$5K Buy
116
+34
+41% +$1.47K ﹤0.01% 536
2013
Q4
$4K Buy
+82
New +$4K ﹤0.01% 548