Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17
Closed -$248 1415
2024
Q4
$248 Hold
17
﹤0.01% 1430
2024
Q3
$271 Hold
17
﹤0.01% 1398
2024
Q2
$323 Buy
+17
New +$323 ﹤0.01% 1123
2021
Q1
Sell
-315
Closed -$4K 1199
2020
Q4
$4K Buy
+315
New +$4K ﹤0.01% 965
2020
Q2
Sell
-179
Closed -$2K 1126
2020
Q1
$2K Buy
179
+170
+1,889% +$1.9K ﹤0.01% 935
2019
Q4
$0 Sell
9
-1,880
-100% ﹤0.01% 1231
2019
Q3
$40K Sell
1,889
-97
-5% -$2.05K ﹤0.01% 681
2019
Q2
$44K Buy
1,986
+1,838
+1,242% +$40.7K ﹤0.01% 605
2019
Q1
$4K Buy
+148
New +$4K ﹤0.01% 917
2017
Q1
Sell
-6,212
Closed -$233K 852
2016
Q4
$233K Buy
6,212
+5,134
+476% +$193K ﹤0.01% 285
2016
Q3
$40K Hold
1,078
﹤0.01% 463
2016
Q2
$36K Sell
1,078
-105
-9% -$3.51K ﹤0.01% 491
2016
Q1
$37K Hold
1,183
﹤0.01% 465
2015
Q4
$40K Sell
1,183
-400
-25% -$13.5K ﹤0.01% 488
2015
Q3
$60K Buy
1,583
+505
+47% +$19.1K ﹤0.01% 469
2015
Q2
$52K Sell
1,078
-1,449
-57% -$69.9K ﹤0.01% 496
2015
Q1
$126K Sell
2,527
-503
-17% -$25.1K ﹤0.01% 394
2014
Q4
$199K Buy
3,030
+577
+24% +$37.9K ﹤0.01% 350
2014
Q3
$187K Buy
2,453
+942
+62% +$71.8K ﹤0.01% 352
2014
Q2
$124K Buy
1,511
+185
+14% +$15.2K ﹤0.01% 410
2014
Q1
$93K Buy
1,326
+335
+34% +$23.5K ﹤0.01% 426
2013
Q4
$71K Sell
991
-40
-4% -$2.87K ﹤0.01% 415
2013
Q3
$73K Sell
1,031
-10,404
-91% -$737K ﹤0.01% 428
2013
Q2
$710K Buy
+11,435
New +$710K ﹤0.01% 245