Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3K Sell
63
-12
-16% -$571 ﹤0.01% 2135
2025
Q1
$3K Buy
+75
New +$3K ﹤0.01% 2077
2024
Q4
Hold
0
4155
2023
Q3
Hold
0
4152
2023
Q2
Sell
-200
Closed -$7K 4180
2023
Q1
$7K Sell
200
-182
-48% -$6.37K ﹤0.01% 1836
2022
Q4
$15K Buy
382
+226
+145% +$8.87K ﹤0.01% 1703
2022
Q3
$5K Sell
156
-200
-56% -$6.41K ﹤0.01% 2218
2022
Q2
$11K Sell
356
-200
-36% -$6.18K ﹤0.01% 1949
2022
Q1
$19K Sell
556
-2,012
-78% -$68.8K ﹤0.01% 2107
2021
Q4
$117K Buy
+2,568
New +$117K ﹤0.01% 1468
2021
Q3
Hold
0
3850
2021
Q2
Hold
0
4006
2021
Q1
Hold
0
3802
2020
Q4
Hold
0
3480
2020
Q3
Sell
-132
Closed -$6K 3317
2020
Q2
$6K Sell
132
-200
-60% -$9.09K ﹤0.01% 1719
2020
Q1
$13K Buy
+332
New +$13K ﹤0.01% 1578
2019
Q4
Hold
0
3066
2019
Q1
Sell
-93
Closed -$2K 3001
2018
Q4
$2K Buy
+93
New +$2K ﹤0.01% 1719
2018
Q3
Sell
-1,746
Closed -$53K 3056
2018
Q2
$53K Buy
+1,746
New +$53K ﹤0.01% 1228
2018
Q1
Hold
0
2935
2017
Q4
Hold
0
2874
2017
Q3
Sell
-5,450
Closed -$176K 2831
2017
Q2
$176K Buy
5,450
+3,894
+250% +$126K 0.01% 685
2017
Q1
$34K Buy
1,556
+1,106
+246% +$24.2K ﹤0.01% 1187
2016
Q4
$10K Sell
450
-1,370
-75% -$30.4K ﹤0.01% 1347
2016
Q3
$27K Buy
+1,820
New +$27K ﹤0.01% 1055