Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Buy
+915
New +$3K ﹤0.01% 2098
2025
Q1
Sell
-641
Closed -$3K 2680
2024
Q4
$3K Sell
641
-103
-14% -$482 ﹤0.01% 2101
2024
Q3
$4K Buy
+744
New +$4K ﹤0.01% 1886
2024
Q1
Hold
0
2671
2023
Q4
Hold
0
2722
2023
Q2
Hold
0
2699
2023
Q1
Hold
0
2651
2022
Q4
Hold
0
2813
2022
Q3
Sell
-3,261
Closed -$14K 2991
2022
Q2
$14K Buy
3,261
+2,003
+159% +$8.6K ﹤0.01% 1865
2022
Q1
$9K Buy
+1,258
New +$9K ﹤0.01% 2305
2021
Q4
Sell
-10,504
Closed -$170K 3226
2021
Q3
$170K Buy
10,504
+300
+3% +$4.86K ﹤0.01% 1403
2021
Q2
$166K Buy
10,204
+6,162
+152% +$100K ﹤0.01% 1440
2021
Q1
$62K Sell
4,042
-1,865
-32% -$28.6K ﹤0.01% 1614
2020
Q4
$93K Sell
5,907
-497
-8% -$7.83K ﹤0.01% 1320
2020
Q3
$79K Buy
6,404
+6,104
+2,035% +$75.3K ﹤0.01% 1187
2020
Q2
$2K Buy
300
+127
+73% +$847 ﹤0.01% 1827
2020
Q1
$1K Sell
173
-743
-81% -$4.3K ﹤0.01% 1938
2019
Q4
$12K Buy
916
+16
+2% +$210 ﹤0.01% 1572
2019
Q3
$14K Buy
900
+800
+800% +$12.4K ﹤0.01% 1407
2019
Q2
$1K Buy
+100
New +$1K ﹤0.01% 1676
2018
Q4
Hold
0
2076
2018
Q3
Sell
-566
Closed -$13K 2213
2018
Q2
$13K Buy
566
+390
+222% +$8.96K ﹤0.01% 1618
2018
Q1
$5K Buy
176
+75
+74% +$2.13K ﹤0.01% 1689
2017
Q4
$3K Buy
+101
New +$3K ﹤0.01% 1738