Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17
Closed -$826 474
2024
Q4
$826 Hold
17
﹤0.01% 431
2024
Q3
$1.12K Hold
17
﹤0.01% 442
2024
Q2
$978 Hold
17
﹤0.01% 419
2024
Q1
$1.08K Hold
17
﹤0.01% 420
2023
Q4
$1.07K Hold
17
﹤0.01% 434
2023
Q3
$1.14K Hold
17
﹤0.01% 499
2023
Q2
$1.77K Hold
17
﹤0.01% 479
2023
Q1
$2.08K Hold
17
﹤0.01% 462
2022
Q4
$2.12K Hold
17
﹤0.01% 445
2022
Q3
$2K Hold
17
﹤0.01% 417
2022
Q2
$2K Hold
17
﹤0.01% 430
2022
Q1
$2K Hold
17
﹤0.01% 475
2021
Q4
$2K Hold
17
﹤0.01% 519
2021
Q3
$2K Hold
17
﹤0.01% 516
2021
Q2
$2K Hold
17
﹤0.01% 519
2021
Q1
$2K Hold
17
﹤0.01% 483
2020
Q4
$2K Hold
17
﹤0.01% 456
2020
Q3
$2K Hold
17
﹤0.01% 416
2020
Q2
$2K Hold
17
﹤0.01% 375
2020
Q1
$1K Hold
17
﹤0.01% 331
2019
Q4
$2K Hold
17
﹤0.01% 376
2019
Q3
$1K Hold
17
﹤0.01% 402
2019
Q2
$1K Hold
17
﹤0.01% 379
2019
Q1
$1K Sell
17
-3
-15% -$176 ﹤0.01% 375
2018
Q4
$1K Hold
20
﹤0.01% 370
2018
Q3
$1K Sell
20
-2,444
-99% -$122K ﹤0.01% 365
2018
Q2
$191K Buy
2,464
+2,444
+12,220% +$189K 0.18% 141
2018
Q1
$1K Hold
20
﹤0.01% 365
2017
Q4
$2K Hold
20
﹤0.01% 357
2017
Q3
$2K Hold
20
﹤0.01% 270
2017
Q2
$1K Buy
+20
New +$1K ﹤0.01% 307
2017
Q1
Sell
-42,436
Closed -$2.08M 254
2016
Q4
$2.08M Sell
42,436
-46,737
-52% -$2.29M 0.49% 79
2016
Q3
$3.74M Hold
89,173
0.89% 58
2016
Q2
$3.58M Buy
+89,173
New +$3.58M 0.89% 63