Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Sell
534
-176
-25% -$6.92K ﹤0.01% 1672
2025
Q1
$32K Sell
710
-227
-24% -$10.2K ﹤0.01% 1445
2024
Q4
$40K Buy
+937
New +$40K ﹤0.01% 1492
2024
Q3
Hold
0
4009
2024
Q2
Hold
0
4066
2024
Q1
Hold
0
4055
2023
Q4
Hold
0
4099
2023
Q3
Sell
-4,685
Closed -$201K 4048
2023
Q2
$201K Buy
4,685
+247
+6% +$10.6K ﹤0.01% 822
2023
Q1
$182K Buy
+4,438
New +$182K ﹤0.01% 823
2022
Q4
Hold
0
4194
2022
Q3
Sell
-15,471
Closed -$712K 4285
2022
Q2
$712K Buy
15,471
+5,397
+54% +$248K ﹤0.01% 455
2022
Q1
$577K Buy
+10,074
New +$577K ﹤0.01% 681
2021
Q4
Hold
0
4297
2021
Q3
Hold
0
3801
2021
Q2
Hold
0
3948
2021
Q1
Hold
0
3739
2020
Q4
Hold
0
3412
2020
Q3
Hold
0
3245
2020
Q2
Hold
0
3135
2020
Q1
Sell
-878
Closed -$41K 3109
2019
Q4
$41K Buy
878
+632
+257% +$29.5K ﹤0.01% 1297
2019
Q3
$11K Buy
246
+224
+1,018% +$10K ﹤0.01% 1461
2019
Q2
$0 Buy
+22
New ﹤0.01% 2925
2019
Q1
Hold
0
2926
2018
Q4
Sell
-1,561
Closed -$63K 2935
2018
Q3
$63K Buy
+1,561
New +$63K ﹤0.01% 1181
2018
Q2
Sell
-295
Closed -$10K 2978
2018
Q1
$10K Buy
295
+233
+376% +$7.9K ﹤0.01% 1587
2017
Q4
$2K Buy
+62
New +$2K ﹤0.01% 1781
2017
Q3
Sell
-717
Closed -$27K 2780
2017
Q2
$27K Sell
717
-1,244
-63% -$46.8K ﹤0.01% 1274
2017
Q1
$71K Buy
+1,961
New +$71K ﹤0.01% 1007
2016
Q4
Hold
0
2738
2016
Q3
Sell
-726
Closed -$26K 2705
2016
Q2
$26K Buy
+726
New +$26K ﹤0.01% 1083
2016
Q1
Sell
-65
Closed -$2K 2626
2015
Q4
$2K Buy
65
+31
+91% +$954 ﹤0.01% 1588
2015
Q3
$1K Buy
+34
New +$1K ﹤0.01% 1731
2015
Q2
Sell
-782
Closed -$26K 2590
2015
Q1
$26K Buy
+782
New +$26K ﹤0.01% 1023
2014
Q4
Hold
0
2029