Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Buy
132
+129
+4,300% +$1.96K ﹤0.01% 2168
2025
Q1
$0 Buy
+3
New ﹤0.01% 3237
2024
Q4
Hold
0
3302
2024
Q3
Hold
0
3176
2024
Q2
Hold
0
3290
2024
Q1
Hold
0
3249
2023
Q4
Hold
0
3319
2023
Q3
Hold
0
3226
2023
Q2
Hold
0
3287
2023
Q1
Hold
0
3267
2022
Q4
Sell
-1,167
Closed -$14K 3410
2022
Q3
$14K Buy
1,167
+1,133
+3,332% +$13.6K ﹤0.01% 1879
2022
Q2
$0 Buy
+34
New ﹤0.01% 3478
2022
Q1
Sell
-3,164
Closed -$39K 3636
2021
Q4
$39K Sell
3,164
-3,602
-53% -$44.4K ﹤0.01% 1933
2021
Q3
$94K Hold
6,766
﹤0.01% 1700
2021
Q2
$94K Buy
+6,766
New +$94K ﹤0.01% 1736
2021
Q1
Sell
-470
Closed -$5K 3153
2020
Q4
$5K Sell
470
-6,944
-94% -$73.9K ﹤0.01% 2043
2020
Q3
$71K Buy
+7,414
New +$71K ﹤0.01% 1227
2020
Q2
Hold
0
2598
2020
Q1
Hold
0
2613
2019
Q4
Sell
-499
Closed -$5K 2488
2019
Q3
$5K Buy
499
+354
+244% +$3.55K ﹤0.01% 1592
2019
Q2
$1K Buy
+145
New +$1K ﹤0.01% 1683
2019
Q1
Sell
-3,083
Closed -$43K 2409
2018
Q4
$43K Buy
+3,083
New +$43K ﹤0.01% 1099
2017
Q2
Sell
-3,847
Closed -$64K 2348
2017
Q1
$64K Buy
3,847
+263
+7% +$4.38K ﹤0.01% 1026
2016
Q4
$50K Buy
+3,584
New +$50K ﹤0.01% 965