Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Sell
13,485
-1,261
-9% -$10.9K ﹤0.01% 1646
2025
Q1
$130K Hold
14,746
﹤0.01% 1533
2024
Q4
$134K Hold
14,746
﹤0.01% 1583
2024
Q3
$133K Hold
14,746
﹤0.01% 1607
2024
Q2
$122K Hold
14,746
﹤0.01% 1606
2024
Q1
$121K Hold
14,746
﹤0.01% 1618
2023
Q4
$115K Hold
14,746
﹤0.01% 1641
2023
Q3
$100K Buy
14,746
+3,065
+26% +$20.8K ﹤0.01% 1651
2023
Q2
$99.5K Hold
11,681
﹤0.01% 1605
2023
Q1
$89.8K Hold
11,681
﹤0.01% 1603
2022
Q4
$87.8K Hold
11,681
﹤0.01% 1690
2022
Q3
$85K Hold
11,681
﹤0.01% 1612
2022
Q2
$74K Hold
11,681
﹤0.01% 1703
2022
Q1
$86K Hold
11,681
﹤0.01% 1742
2021
Q4
$90K Hold
11,681
﹤0.01% 1744
2021
Q3
$80K Hold
11,681
﹤0.01% 1825
2021
Q2
$78K Buy
+11,681
New +$78K ﹤0.01% 1884
2020
Q4
Sell
-19,405
Closed -$87K 3068
2020
Q3
$87K Hold
19,405
﹤0.01% 1510
2020
Q2
$97K Hold
19,405
﹤0.01% 1430
2020
Q1
$91K Hold
19,405
0.01% 1326
2019
Q4
$134K Hold
19,405
0.01% 1333
2019
Q3
$135K Hold
19,405
0.01% 1286
2019
Q2
$130K Sell
19,405
-2,718
-12% -$18.2K 0.01% 1324
2019
Q1
$148K Hold
22,123
0.01% 1219
2018
Q4
$129K Hold
22,123
0.01% 1217
2018
Q3
$130K Hold
22,123
0.01% 1363
2018
Q2
$125K Sell
22,123
-3,393
-13% -$19.2K 0.01% 1378
2018
Q1
$139K Hold
25,516
0.01% 1280
2017
Q4
$149K Sell
25,516
-2,589
-9% -$15.1K 0.01% 1261
2017
Q3
$169K Hold
28,105
0.01% 1148
2017
Q2
$161K Hold
28,105
0.01% 1168
2017
Q1
$166K Buy
+28,105
New +$166K 0.01% 1158