Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-183
Closed -$2K 3596
2025
Q1
$2K Buy
+183
New +$2K ﹤0.01% 2125
2024
Q4
Sell
-39
Closed 3580
2024
Q3
$0 Sell
39
-122
-76% ﹤0.01% 3466
2024
Q2
$1K Buy
+161
New +$1K ﹤0.01% 2201
2023
Q4
Hold
0
3595
2023
Q3
Hold
0
3520
2022
Q4
Hold
0
3698
2022
Q3
Sell
-360
Closed -$4K 3818
2022
Q2
$4K Buy
+360
New +$4K ﹤0.01% 2210
2022
Q1
Hold
0
3873
2021
Q4
Hold
0
3899
2021
Q3
Hold
0
3487
2021
Q2
Sell
-4,481
Closed -$71K 3603
2021
Q1
$71K Sell
4,481
-2,112
-32% -$33.5K ﹤0.01% 1557
2020
Q4
$94K Buy
6,593
+6,378
+2,967% +$90.9K ﹤0.01% 1318
2020
Q3
$2K Sell
215
-1,958
-90% -$18.2K ﹤0.01% 1935
2020
Q2
$35K Sell
2,173
-10,495
-83% -$169K ﹤0.01% 1328
2020
Q1
$151K Buy
12,668
+3,076
+32% +$36.7K ﹤0.01% 818
2019
Q4
$126K Buy
+9,592
New +$126K ﹤0.01% 916
2019
Q3
Sell
-939
Closed -$9K 2635
2019
Q2
$9K Buy
+939
New +$9K ﹤0.01% 1471
2019
Q1
Sell
-2,098
Closed -$29K 2614
2018
Q4
$29K Sell
2,098
-6,443
-75% -$89.1K ﹤0.01% 1214
2018
Q3
$141K Buy
+8,541
New +$141K ﹤0.01% 900
2018
Q2
Hold
0
2727
2018
Q1
Sell
-21,199
Closed -$253K 2592
2017
Q4
$253K Buy
21,199
+10,984
+108% +$131K 0.01% 654
2017
Q3
$107K Sell
10,215
-3,327
-25% -$34.9K ﹤0.01% 828
2017
Q2
$108K Buy
13,542
+11,954
+753% +$95.3K ﹤0.01% 844
2017
Q1
$15K Buy
1,588
+1,472
+1,269% +$13.9K ﹤0.01% 1367
2016
Q4
$1K Buy
+116
New +$1K ﹤0.01% 1611
2016
Q3
Hold
0
2383
2015
Q4
Sell
-33
Closed 2384
2015
Q3
$0 Buy
+33
New ﹤0.01% 2408