Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,431
Closed -$21.8K 437
2025
Q1
$21.8K Hold
1,431
0.01% 294
2024
Q4
$20.9K Hold
1,431
0.01% 300
2024
Q3
$22.9K Hold
1,431
0.01% 293
2024
Q2
$27.2K Hold
1,431
0.01% 273
2024
Q1
$27.9K Hold
1,431
0.01% 282
2023
Q4
$29K Hold
1,431
0.01% 272
2023
Q3
$29.9K Hold
1,431
0.01% 262
2023
Q2
$23K Hold
1,431
0.01% 294
2023
Q1
$26.5K Sell
1,431
-250
-15% -$4.63K 0.01% 279
2022
Q4
$35.1K Hold
1,681
0.01% 243
2022
Q3
$27.2K Buy
1,681
+285
+20% +$4.61K 0.01% 253
2022
Q2
$23.6K Hold
1,396
0.01% 278
2022
Q1
$27.4K Buy
1,396
+88
+7% +$1.73K 0.01% 273
2021
Q4
$17.7K Buy
1,308
+250
+24% +$3.39K 0.01% 325
2021
Q3
$13.9K Hold
1,058
﹤0.01% 325
2021
Q2
$16.2K Hold
1,058
0.01% 310
2021
Q1
$14.5K Hold
1,058
0.01% 302
2020
Q4
$14.5K Hold
1,058
0.01% 276
2020
Q3
$9.59K Hold
1,058
﹤0.01% 304
2020
Q2
$13K Hold
1,058
0.01% 287
2020
Q1
$10.4K Buy
1,058
+50
+5% +$491 0.01% 297
2019
Q4
$25.3K Sell
1,008
-110
-10% -$2.76K 0.01% 255
2019
Q3
$23.7K Buy
1,118
+150
+15% +$3.18K 0.01% 244
2019
Q2
$21.5K Hold
968
0.01% 241
2019
Q1
$25.8K Sell
968
-920
-49% -$24.5K 0.02% 226
2018
Q4
$48.5K Buy
1,888
+238
+14% +$6.12K 0.04% 174
2018
Q3
$71.1K Hold
1,650
0.05% 153
2018
Q2
$71.6K Hold
1,650
0.05% 149
2018
Q1
$60.7K Hold
1,650
0.05% 156
2017
Q4
$59.4K Hold
1,650
0.04% 169
2017
Q3
$59K Sell
1,650
-71
-4% -$2.54K 0.04% 166
2017
Q2
$56.7K Hold
1,721
0.05% 164
2017
Q1
$69K Buy
1,721
+34
+2% +$1.36K 0.06% 151
2016
Q4
$63.2K Buy
+1,687
New +$63.2K 0.06% 167