Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4K Sell
107
-69
-39% -$2.58K ﹤0.01% 2100
2025
Q1
$7K Hold
176
﹤0.01% 1929
2024
Q4
$10K Hold
176
﹤0.01% 1781
2024
Q3
$9K Buy
+176
New +$9K ﹤0.01% 1725
2023
Q3
Sell
-329
Closed -$17K 2360
2023
Q2
$17K Buy
+329
New +$17K ﹤0.01% 1556
2023
Q1
Sell
-248
Closed -$12K 2187
2022
Q4
$12K Sell
248
-90
-27% -$4.36K ﹤0.01% 1410
2022
Q3
$14K Buy
338
+22
+7% +$911 ﹤0.01% 1470
2022
Q2
$16K Buy
316
+22
+7% +$1.11K ﹤0.01% 1301
2022
Q1
$19K Sell
294
-1,017
-78% -$65.7K ﹤0.01% 1256
2021
Q4
$99K Buy
1,311
+910
+227% +$68.7K ﹤0.01% 1004
2021
Q3
$27K Buy
401
+49
+14% +$3.3K ﹤0.01% 1176
2021
Q2
$24K Buy
352
+104
+42% +$7.09K ﹤0.01% 1206
2021
Q1
$16K Buy
+248
New +$16K ﹤0.01% 1227
2019
Q3
Sell
-10
Closed -$1K 1879
2019
Q2
$1K Sell
10
-66
-87% -$6.6K ﹤0.01% 1612
2019
Q1
$4K Sell
76
-79
-51% -$4.16K ﹤0.01% 1634
2018
Q4
$9K Buy
155
+145
+1,450% +$8.42K ﹤0.01% 1673
2018
Q3
$1K Buy
+10
New +$1K ﹤0.01% 1790
2017
Q3
Sell
-24
Closed -$3K 1901
2017
Q2
$3K Sell
24
-1,207
-98% -$151K ﹤0.01% 1736
2017
Q1
$135K Buy
1,231
+993
+417% +$109K ﹤0.01% 1150
2016
Q4
$26K Buy
+238
New +$26K ﹤0.01% 1488
2016
Q3
Sell
-1,281
Closed -$134K 1886
2016
Q2
$134K Hold
1,281
﹤0.01% 727
2016
Q1
$149K Buy
1,281
+993
+345% +$116K ﹤0.01% 719
2015
Q4
$33K Buy
+288
New +$33K ﹤0.01% 1039
2015
Q3
Sell
-193
Closed -$22K 1757
2015
Q2
$22K Buy
+193
New +$22K ﹤0.01% 1118
2015
Q1
Sell
-113
Closed -$12K 1592
2014
Q4
$12K Buy
113
+103
+1,030% +$10.9K ﹤0.01% 1221
2014
Q3
$1K Hold
10
﹤0.01% 1233
2014
Q2
$1K Hold
10
﹤0.01% 1368
2014
Q1
$1K Hold
10
﹤0.01% 1283
2013
Q4
$1K Buy
+10
New +$1K ﹤0.01% 1320