Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.8K Buy
+1,260
New +$22.8K ﹤0.01% 1981
2025
Q1
Sell
-34
Closed -$773 3396
2024
Q4
$773 Sell
34
-126
-79% -$2.87K ﹤0.01% 3065
2024
Q3
$4.76K Buy
160
+86
+116% +$2.56K ﹤0.01% 2579
2024
Q2
$2.91K Hold
74
﹤0.01% 2655
2024
Q1
$3.93K Buy
74
+19
+35% +$1.01K ﹤0.01% 2604
2023
Q4
$3.1K Hold
55
﹤0.01% 2642
2023
Q3
$2.54K Hold
55
﹤0.01% 2709
2023
Q2
$2.58K Hold
55
﹤0.01% 2729
2023
Q1
$2.47K Hold
55
﹤0.01% 2739
2022
Q4
$2.51K Sell
55
-18
-25% -$820 ﹤0.01% 2728
2022
Q3
$3K Hold
73
﹤0.01% 2663
2022
Q2
$2K Buy
+73
New +$2K ﹤0.01% 2773
2019
Q4
Sell
-114
Closed -$2K 2227
2019
Q3
$2K Sell
114
-631
-85% -$11.1K ﹤0.01% 1829
2019
Q2
$15K Sell
745
-194
-21% -$3.91K ﹤0.01% 1294
2019
Q1
$34K Sell
939
-55
-6% -$1.99K ﹤0.01% 997
2018
Q4
$26K Hold
994
﹤0.01% 1057
2018
Q3
$32K Hold
994
﹤0.01% 1031
2018
Q2
$25K Buy
994
+270
+37% +$6.79K ﹤0.01% 1103
2018
Q1
$16K Buy
+724
New +$16K ﹤0.01% 1109
2016
Q4
Sell
-4
Closed 896
2016
Q3
$0 Hold
4
﹤0.01% 1620
2016
Q2
$0 Hold
4
﹤0.01% 1491
2016
Q1
$0 Hold
4
﹤0.01% 1425
2015
Q4
$0 Sell
4
-4
-50% ﹤0.01% 1341
2015
Q3
$1K Hold
8
﹤0.01% 1149
2015
Q2
$1K Hold
8
﹤0.01% 975
2015
Q1
$1K Hold
8
﹤0.01% 885
2014
Q4
$1K Hold
8
﹤0.01% 804
2014
Q3
$0 Hold
8
﹤0.01% 840
2014
Q2
$0 Hold
8
﹤0.01% 969
2014
Q1
$0 Hold
8
﹤0.01% 890
2013
Q4
$0 Hold
8
﹤0.01% 784
2013
Q3
$0 Hold
8
﹤0.01% 728
2013
Q2
$0 Buy
+8
New ﹤0.01% 614