Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.43K Hold
500
﹤0.01% 529
2025
Q1
$5.02K Sell
500
-1,000
-67% -$10K ﹤0.01% 527
2024
Q4
$14.9K Buy
1,500
+1,000
+200% +$9.9K ﹤0.01% 456
2024
Q3
$5.28K Hold
500
﹤0.01% 536
2024
Q2
$6.27K Hold
500
﹤0.01% 531
2024
Q1
$6.64K Sell
500
-1,343
-73% -$17.8K ﹤0.01% 510
2023
Q4
$22.5K Hold
1,843
﹤0.01% 422
2023
Q3
$22.9K Buy
1,843
+1,000
+119% +$12.4K ﹤0.01% 391
2023
Q2
$12.8K Hold
843
﹤0.01% 441
2023
Q1
$10.6K Hold
843
﹤0.01% 468
2022
Q4
$10K Buy
843
+343
+69% +$4.07K ﹤0.01% 458
2022
Q3
$6K Hold
500
﹤0.01% 481
2022
Q2
$6K Hold
500
﹤0.01% 486
2022
Q1
$8K Hold
500
﹤0.01% 487
2021
Q4
$10K Hold
500
﹤0.01% 486
2021
Q3
$7K Hold
500
﹤0.01% 489
2021
Q2
$7K Sell
500
-44,286
-99% -$620K ﹤0.01% 473
2021
Q1
$549K Buy
44,786
+44,462
+13,723% +$545K 0.06% 141
2020
Q4
$3K Sell
324
-1
-0.3% -$9 ﹤0.01% 506
2020
Q3
$2K Hold
325
﹤0.01% 493
2020
Q2
$2K Hold
325
﹤0.01% 485
2020
Q1
$2K Sell
325
-349
-52% -$2.15K ﹤0.01% 481
2019
Q4
$6K Sell
674
-720
-52% -$6.41K ﹤0.01% 472
2019
Q3
$13K Hold
1,394
﹤0.01% 419
2019
Q2
$14K Buy
1,394
+720
+107% +$7.23K ﹤0.01% 414
2019
Q1
$6K Hold
674
﹤0.01% 458
2018
Q4
$5K Hold
674
﹤0.01% 461
2018
Q3
$6K Hold
674
﹤0.01% 469
2018
Q2
$8K Sell
674
-1,800
-73% -$21.4K ﹤0.01% 449
2018
Q1
$28K Sell
2,474
-2,000
-45% -$22.6K ﹤0.01% 398
2017
Q4
$56K Sell
4,474
-366
-8% -$4.58K 0.01% 349
2017
Q3
$58K Buy
4,840
+1,000
+26% +$12K 0.01% 339
2017
Q2
$43K Hold
3,840
0.01% 366
2017
Q1
$45K Buy
3,840
+425
+12% +$4.98K 0.01% 374
2016
Q4
$41K Buy
+3,415
New +$41K 0.01% 367
2015
Q4
Sell
-16,052
Closed -$218K 215
2015
Q3
$218K Buy
+16,052
New +$218K 0.04% 178