Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-867
Closed -$52.4K 1449
2024
Q4
$52.4K Buy
867
+677
+356% +$40.9K ﹤0.01% 791
2024
Q3
$13.7K Buy
190
+1
+0.5% +$72 ﹤0.01% 1018
2024
Q2
$13.3K Hold
189
﹤0.01% 1014
2024
Q1
$15.1K Buy
+189
New +$15.1K ﹤0.01% 1009
2023
Q3
Sell
-40
Closed -$4.08K 1354
2023
Q2
$4.08K Hold
40
﹤0.01% 1115
2023
Q1
$4.49K Hold
40
﹤0.01% 1125
2022
Q4
$3.73K Hold
40
﹤0.01% 1107
2022
Q3
$3K Buy
40
+9
+29% +$675 ﹤0.01% 1147
2022
Q2
$3K Hold
31
﹤0.01% 1157
2022
Q1
$4K Buy
+31
New +$4K ﹤0.01% 1163
2019
Q1
Sell
-100
Closed -$6K 1088
2018
Q4
$6K Hold
100
﹤0.01% 999
2018
Q3
$8K Hold
100
﹤0.01% 1050
2018
Q2
$9K Hold
100
﹤0.01% 1002
2018
Q1
$8K Hold
100
﹤0.01% 1031
2017
Q4
$8K Hold
100
﹤0.01% 1008
2017
Q3
$10K Sell
100
-76
-43% -$7.6K ﹤0.01% 948
2017
Q2
$15K Buy
176
+76
+76% +$6.48K ﹤0.01% 889
2017
Q1
$8K Sell
100
-450
-82% -$36K ﹤0.01% 989
2016
Q4
$37K Sell
550
-4,700
-90% -$316K ﹤0.01% 773
2016
Q3
$374K Sell
5,250
-4,760
-48% -$339K 0.03% 324
2016
Q2
$626K Sell
10,010
-16,515
-62% -$1.03M 0.05% 274
2016
Q1
$1.99M Sell
26,525
-6,600
-20% -$495K 0.16% 140
2015
Q4
$2.84M Buy
33,125
+258
+0.8% +$22.1K 0.23% 106
2015
Q3
$2.5M Sell
32,867
-11,455
-26% -$871K 0.22% 115
2015
Q2
$3.77M Buy
44,322
+4,317
+11% +$367K 0.3% 89
2015
Q1
$3.19M Buy
40,005
+23,105
+137% +$1.84M 0.26% 102
2014
Q4
$1.23M Buy
16,900
+15,965
+1,707% +$1.16M 0.1% 175
2014
Q3
$57K Buy
935
+725
+345% +$44.2K ﹤0.01% 630
2014
Q2
$14K Buy
+210
New +$14K ﹤0.01% 905