Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,997
Closed -$37.9K 5283
2024
Q4
$37.9K Buy
+2,997
New +$37.9K ﹤0.01% 2735
2023
Q1
Sell
-11
Closed 5871
2022
Q4
$0 Sell
11
-264
-96% ﹤0.01% 5948
2022
Q3
$2K Buy
+275
New +$2K ﹤0.01% 5535
2022
Q2
Sell
-1,220
Closed -$10K 6125
2022
Q1
$10K Buy
+1,220
New +$10K ﹤0.01% 4291
2021
Q4
Sell
-280
Closed -$1K 6186
2021
Q3
$1K Sell
280
-8,470
-97% -$30.3K ﹤0.01% 5443
2021
Q2
$51K Buy
+8,750
New +$51K ﹤0.01% 3004
2021
Q1
Sell
-862
Closed -$4K 5435
2020
Q4
$4K Buy
+862
New +$4K ﹤0.01% 4692
2020
Q3
Sell
-24,909
Closed -$71K 4852
2020
Q2
$71K Buy
24,909
+15,568
+167% +$44.4K ﹤0.01% 2759
2020
Q1
$31K Buy
9,341
+7,341
+367% +$24.4K ﹤0.01% 1506
2019
Q4
$14K Buy
2,000
+488
+32% +$3.42K ﹤0.01% 2138
2019
Q3
$8K Buy
1,512
+288
+24% +$1.52K ﹤0.01% 3059
2019
Q2
$12K Buy
1,224
+1,218
+20,300% +$11.9K ﹤0.01% 2447
2019
Q1
$0 Buy
+6
New ﹤0.01% 3850
2018
Q4
Sell
-136
Closed -$2K 3876
2018
Q3
$2K Sell
136
-355
-72% -$5.22K ﹤0.01% 3416
2018
Q2
$7K Buy
+491
New +$7K ﹤0.01% 2938
2017
Q3
Hold
0
3842
2017
Q2
Hold
0
2821
2016
Q4
Sell
-41
Closed -$1K 3878
2016
Q3
$1K Sell
41
-309
-88% -$7.54K ﹤0.01% 3272
2016
Q2
$4K Buy
+350
New +$4K ﹤0.01% 3504
2015
Q2
Sell
-481
Closed -$6K 4462
2015
Q1
$6K Buy
481
+478
+15,933% +$5.96K ﹤0.01% 3136
2014
Q4
$0 Buy
+3
New ﹤0.01% 4102
2014
Q2
Sell
-3,023
Closed -$25K 4099
2014
Q1
$25K Buy
3,023
+2,629
+667% +$21.7K ﹤0.01% 1679
2013
Q4
$4K Sell
394
-748
-65% -$7.59K ﹤0.01% 3660
2013
Q3
$9K Buy
+1,142
New +$9K ﹤0.01% 3262