Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.1K Sell
554
-174
-24% -$9.46K ﹤0.01% 1862
2025
Q1
$42.3K Sell
728
-32
-4% -$1.86K ﹤0.01% 1670
2024
Q4
$52.5K Sell
760
-33
-4% -$2.28K ﹤0.01% 1556
2024
Q3
$52.8K Buy
793
+139
+21% +$9.26K ﹤0.01% 1540
2024
Q2
$48.5K Sell
654
-56
-8% -$4.15K ﹤0.01% 1526
2024
Q1
$70.8K Buy
710
+77
+12% +$7.68K ﹤0.01% 1373
2023
Q4
$52.4K Sell
633
-16
-2% -$1.33K ﹤0.01% 1433
2023
Q3
$40K Buy
649
+37
+6% +$2.28K ﹤0.01% 1503
2023
Q2
$40.1K Buy
612
+63
+11% +$4.13K ﹤0.01% 1546
2023
Q1
$26.7K Buy
549
+350
+176% +$17K ﹤0.01% 1709
2022
Q4
$8.42K Sell
199
-15
-7% -$635 ﹤0.01% 2229
2022
Q3
$9K Sell
214
-661
-76% -$27.8K ﹤0.01% 2142
2022
Q2
$48K Buy
875
+758
+648% +$41.6K ﹤0.01% 1318
2022
Q1
$8K Buy
117
+6
+5% +$410 ﹤0.01% 2281
2021
Q4
$15K Buy
111
+85
+327% +$11.5K ﹤0.01% 1926
2021
Q3
$3K Sell
26
-20
-43% -$2.31K ﹤0.01% 2559
2021
Q2
$5K Buy
46
+27
+142% +$2.94K ﹤0.01% 2296
2021
Q1
$2K Sell
19
-15
-44% -$1.58K ﹤0.01% 2526
2020
Q4
$3K Hold
34
﹤0.01% 2177
2020
Q3
$2K Hold
34
﹤0.01% 2273
2020
Q2
$2K Buy
+34
New +$2K ﹤0.01% 2184
2019
Q3
Sell
-1,900
Closed -$68K 2200
2019
Q2
$68K Hold
1,900
0.01% 781
2019
Q1
$58K Hold
1,900
﹤0.01% 830
2018
Q4
$56K Sell
1,900
-500
-21% -$14.7K 0.01% 801
2018
Q3
$92K Hold
2,400
0.01% 670
2018
Q2
$75K Buy
+2,400
New +$75K 0.01% 711
2016
Q4
Sell
-2,400
Closed -$35K 1136
2016
Q3
$35K Buy
+2,400
New +$35K 0.01% 636
2014
Q1
Sell
-20,000
Closed -$199K 922
2013
Q4
$199K Hold
20,000
0.07% 83
2013
Q3
$124K Hold
20,000
0.05% 111
2013
Q2
$119K Buy
+20,000
New +$119K 0.06% 110