Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.6K Buy
2,264
+749
+49% +$8.13K ﹤0.01% 264
2025
Q1
$15.2K Hold
1,515
﹤0.01% 310
2024
Q4
$15K Hold
1,515
﹤0.01% 304
2024
Q3
$16K Hold
1,515
﹤0.01% 270
2024
Q2
$19K Hold
1,515
﹤0.01% 255
2024
Q1
$20.1K Hold
1,515
﹤0.01% 245
2023
Q4
$18.5K Hold
1,515
﹤0.01% 244
2023
Q3
$18.8K Hold
1,515
﹤0.01% 242
2023
Q2
$22.9K Hold
1,515
﹤0.01% 229
2023
Q1
$19.1K Hold
1,515
﹤0.01% 234
2022
Q4
$18K Sell
1,515
-500
-25% -$5.94K ﹤0.01% 230
2022
Q3
$23K Hold
2,015
0.01% 219
2022
Q2
$22K Hold
2,015
﹤0.01% 235
2022
Q1
$34K Hold
2,015
0.01% 218
2021
Q4
$42K Buy
2,015
+500
+33% +$10.4K 0.01% 187
2021
Q3
$21K Hold
1,515
0.01% 219
2021
Q2
$23K Hold
1,515
0.02% 211
2021
Q1
$19K Hold
1,515
0.01% 231
2020
Q4
$13K Sell
1,515
-947
-38% -$8.13K 0.01% 228
2020
Q3
$16K Buy
2,462
+347
+16% +$2.26K 0.01% 234
2020
Q2
$13K Buy
2,115
+1,600
+311% +$9.84K 0.01% 232
2020
Q1
$2K Sell
515
-1,200
-70% -$4.66K ﹤0.01% 267
2019
Q4
$16K Hold
1,715
0.01% 219
2019
Q3
$16K Hold
1,715
0.02% 228
2019
Q2
$18K Hold
1,715
0.02% 211
2019
Q1
$15K Hold
1,715
0.01% 256
2018
Q4
$13K Sell
1,715
-1,355
-44% -$10.3K 0.01% 245
2018
Q3
$28K Sell
3,070
-300
-9% -$2.74K 0.01% 201
2018
Q2
$37K Buy
3,370
+300
+10% +$3.29K 0.02% 187
2018
Q1
$34K Hold
3,070
0.01% 187
2017
Q4
$38K Buy
3,070
+1,355
+79% +$16.8K 0.02% 178
2017
Q3
$21K Hold
1,715
0.01% 197
2017
Q2
$19K Hold
1,715
0.01% 221
2017
Q1
$20K Sell
1,715
-1,000
-37% -$11.7K 0.01% 240
2016
Q4
$33K Sell
2,715
-737
-21% -$8.96K 0.02% 204
2016
Q3
$42K Buy
3,452
+237
+7% +$2.88K 0.02% 190
2016
Q2
$40K Buy
3,215
+515
+19% +$6.41K 0.02% 192
2016
Q1
$36K Hold
2,700
0.02% 187
2015
Q4
$38K Sell
2,700
-1,500
-36% -$21.1K 0.02% 183
2015
Q3
$57K Sell
4,200
-500
-11% -$6.79K 0.03% 164
2015
Q2
$71K Buy
4,700
+4,200
+840% +$63.4K 0.04% 166
2015
Q1
$8K Buy
+500
New +$8K 0.01% 248