Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Hold
2,850
﹤0.01% 1747
2025
Q1
$14K Hold
2,850
﹤0.01% 1651
2024
Q4
$18K Sell
2,850
-130
-4% -$821 ﹤0.01% 1555
2024
Q3
$10K Buy
2,980
+130
+5% +$436 ﹤0.01% 1678
2024
Q2
$16K Hold
2,850
﹤0.01% 1423
2024
Q1
$19K Hold
2,850
﹤0.01% 1435
2023
Q4
$17K Hold
2,850
﹤0.01% 1498
2023
Q3
$21K Hold
2,850
﹤0.01% 1474
2023
Q2
$25K Hold
2,850
﹤0.01% 1491
2023
Q1
$26K Hold
2,850
﹤0.01% 1341
2022
Q4
$37K Hold
2,850
﹤0.01% 1204
2022
Q3
$26K Hold
2,850
﹤0.01% 1309
2022
Q2
$35K Hold
2,850
﹤0.01% 1159
2022
Q1
$44K Hold
2,850
﹤0.01% 1104
2021
Q4
$45K Hold
2,850
﹤0.01% 1151
2021
Q3
$37K Hold
2,850
﹤0.01% 1119
2021
Q2
$31K Hold
2,850
﹤0.01% 1149
2021
Q1
$27K Hold
2,850
﹤0.01% 1130
2020
Q4
$19K Hold
2,850
﹤0.01% 1185
2020
Q3
$17K Hold
2,850
﹤0.01% 1073
2020
Q2
$21K Sell
2,850
-4,000
-58% -$29.5K ﹤0.01% 1450
2020
Q1
$49K Hold
6,850
﹤0.01% 1228
2019
Q4
$64K Hold
6,850
﹤0.01% 1242
2019
Q3
$63K Hold
6,850
﹤0.01% 1231
2019
Q2
$64K Hold
6,850
﹤0.01% 1270
2019
Q1
$65K Hold
6,850
﹤0.01% 1234
2018
Q4
$61K Buy
6,850
+4,000
+140% +$35.6K ﹤0.01% 1269
2018
Q3
$30K Hold
2,850
﹤0.01% 1372
2018
Q2
$26K Hold
2,850
﹤0.01% 1347
2018
Q1
$26K Buy
+2,850
New +$26K ﹤0.01% 1357
2014
Q4
Sell
-49,310
Closed -$453K 1522
2014
Q3
$453K Hold
49,310
﹤0.01% 597
2014
Q2
$544K Sell
49,310
-2,771
-5% -$30.6K ﹤0.01% 559
2014
Q1
$729K Buy
52,081
+2,771
+6% +$38.8K ﹤0.01% 481
2013
Q4
$589K Hold
49,310
﹤0.01% 518
2013
Q3
$504K Buy
+49,310
New +$504K ﹤0.01% 542