Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75K Sell
17
-17
-50% -$1.75K ﹤0.01% 1422
2025
Q1
$3.15K Hold
34
﹤0.01% 1365
2024
Q4
$3.18K Sell
34
-195
-85% -$18.2K ﹤0.01% 1421
2024
Q3
$22.4K Hold
229
﹤0.01% 1079
2024
Q2
$22.4K Hold
229
﹤0.01% 1074
2024
Q1
$28.2K Hold
229
﹤0.01% 1052
2023
Q4
$27.8K Sell
229
-155
-40% -$18.8K ﹤0.01% 1028
2023
Q3
$45.4K Hold
384
﹤0.01% 939
2023
Q2
$50.5K Sell
384
-1,683
-81% -$221K ﹤0.01% 928
2023
Q1
$279K Hold
2,067
0.01% 587
2022
Q4
$287K Sell
2,067
-269
-12% -$37.3K 0.01% 567
2022
Q3
$224K Buy
2,336
+22
+1% +$2.11K ﹤0.01% 606
2022
Q2
$228K Buy
2,314
+560
+32% +$55.2K ﹤0.01% 607
2022
Q1
$257K Buy
1,754
+217
+14% +$31.8K ﹤0.01% 610
2021
Q4
$178K Hold
1,537
﹤0.01% 693
2021
Q3
$188K Buy
1,537
+1,405
+1,064% +$172K ﹤0.01% 652
2021
Q2
$17K Buy
132
+100
+313% +$12.9K ﹤0.01% 1179
2021
Q1
$5K Hold
32
﹤0.01% 1343
2020
Q4
$3K Hold
32
﹤0.01% 1280
2020
Q3
$2K Hold
32
﹤0.01% 1315
2020
Q2
$2K Hold
32
﹤0.01% 1257
2020
Q1
$2K Hold
32
﹤0.01% 1322
2019
Q4
$2K Hold
32
﹤0.01% 1343
2019
Q3
$2K Buy
+32
New +$2K ﹤0.01% 1354
2016
Q2
Sell
-2,000
Closed -$99K 1193
2016
Q1
$99K Hold
2,000
﹤0.01% 586
2015
Q4
$91K Hold
2,000
﹤0.01% 613
2015
Q3
$93K Sell
2,000
-230
-10% -$10.7K ﹤0.01% 593
2015
Q2
$127K Hold
2,230
0.01% 551
2015
Q1
$106K Buy
2,230
+31
+1% +$1.47K ﹤0.01% 582
2014
Q4
$99K Hold
2,199
﹤0.01% 550
2014
Q3
$100K Hold
2,199
﹤0.01% 542
2014
Q2
$124K Hold
2,199
0.01% 499
2014
Q1
$121K Hold
2,199
0.01% 511
2013
Q4
$130K Hold
2,199
0.01% 501
2013
Q3
$133K Hold
2,199
0.01% 502
2013
Q2
$110K Buy
+2,199
New +$110K 0.01% 517