Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.6K Hold
500
﹤0.01% 247
2025
Q1
$34.1K Hold
500
﹤0.01% 251
2024
Q4
$38.9K Hold
500
﹤0.01% 237
2024
Q3
$33.5K Hold
500
﹤0.01% 252
2024
Q2
$56.7K Sell
500
-23
-4% -$2.61K ﹤0.01% 219
2024
Q1
$72.5K Buy
523
+23
+5% +$3.19K 0.01% 200
2023
Q4
$62K Hold
500
0.01% 212
2023
Q3
$46.7K Sell
500
-500
-50% -$46.7K ﹤0.01% 215
2023
Q2
$129K Sell
1,000
-1,000
-50% -$129K 0.01% 173
2023
Q1
$232K Hold
2,000
0.02% 131
2022
Q4
$226K Hold
2,000
0.02% 139
2022
Q3
$161K Hold
2,000
0.02% 145
2022
Q2
$149K Hold
2,000
0.01% 151
2022
Q1
$256K Hold
2,000
0.02% 133
2021
Q4
$268K Hold
2,000
0.02% 134
2021
Q3
$273K Hold
2,000
0.02% 133
2021
Q2
$214K Hold
2,000
0.02% 142
2021
Q1
$180K Hold
2,000
0.02% 148
2020
Q4
$185K Hold
2,000
0.02% 140
2020
Q3
$206K Hold
2,000
0.03% 127
2020
Q2
$203K Hold
2,000
0.03% 125
2020
Q1
$135K Hold
2,000
0.02% 135
2019
Q4
$109K Hold
2,000
0.01% 154
2019
Q3
$75K Sell
2,000
-2,000
-50% -$75K 0.01% 175
2019
Q2
$150K Hold
4,000
0.02% 138
2019
Q1
$119K Hold
4,000
0.02% 146
2018
Q4
$120K Hold
4,000
0.02% 141
2018
Q3
$143K Hold
4,000
0.02% 138
2018
Q2
$95K Hold
4,000
0.01% 156
2018
Q1
$74K Hold
4,000
0.01% 165
2017
Q4
$57K Buy
4,000
+2,000
+100% +$28.5K 0.01% 178
2017
Q3
$24K Hold
2,000
﹤0.01% 213
2017
Q2
$37K Sell
2,000
-4,072
-67% -$75.3K 0.01% 199
2017
Q1
$129K Hold
6,072
0.02% 136
2016
Q4
$91K Buy
6,072
+1,000
+20% +$15K 0.02% 144
2016
Q3
$111K Hold
5,072
0.02% 139
2016
Q2
$101K Hold
5,072
0.02% 148
2016
Q1
$86K Hold
5,072
0.02% 148
2015
Q4
$104K Buy
5,072
+4,072
+407% +$83.5K 0.02% 159
2015
Q3
$21K Hold
1,000
﹤0.01% 266
2015
Q2
$20K Hold
1,000
﹤0.01% 246
2015
Q1
$16K Buy
+1,000
New +$16K ﹤0.01% 247