Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Hold
926
﹤0.01% 4183
2025
Q1
$6K Hold
926
﹤0.01% 4191
2024
Q4
$6K Hold
926
﹤0.01% 4233
2024
Q3
$5K Hold
926
﹤0.01% 4193
2024
Q2
$5K Hold
926
﹤0.01% 4037
2024
Q1
$5K Hold
926
﹤0.01% 4060
2023
Q4
$6K Hold
926
﹤0.01% 4074
2023
Q3
$5K Buy
+926
New +$5K ﹤0.01% 4110
2021
Q4
Sell
-6
Closed 3577
2021
Q3
$0 Sell
6
-89
-94% ﹤0.01% 4052
2021
Q2
$1K Sell
95
-2,253
-96% -$23.7K ﹤0.01% 4041
2021
Q1
$14K Buy
2,348
+2,248
+2,248% +$13.4K ﹤0.01% 3695
2020
Q4
$1K Buy
+100
New +$1K ﹤0.01% 3500
2016
Q1
Sell
-5,216
Closed -$21K 3563
2015
Q4
$21K Buy
5,216
+153
+3% +$616 ﹤0.01% 2686
2015
Q3
$15K Sell
5,063
-4,429
-47% -$13.1K ﹤0.01% 2931
2015
Q2
$28K Sell
9,492
-43,876
-82% -$129K ﹤0.01% 2835
2015
Q1
$213K Sell
53,368
-40,528
-43% -$162K ﹤0.01% 2249
2014
Q4
$282K Buy
+93,896
New +$282K ﹤0.01% 2229