Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.33K Hold
152
﹤0.01% 1264
2025
Q1
$2.98K Hold
152
﹤0.01% 1280
2024
Q4
$2.38K Hold
152
﹤0.01% 1302
2024
Q3
$2.76K Buy
+152
New +$2.76K ﹤0.01% 1223
2024
Q1
Sell
-96
Closed -$1.44K 1394
2023
Q4
$1.44K Buy
+96
New +$1.44K ﹤0.01% 1310
2020
Q1
Sell
-200
Closed -$2K 1175
2019
Q4
$2K Sell
200
-400
-67% -$4K ﹤0.01% 1140
2019
Q3
$6K Buy
600
+400
+200% +$4K ﹤0.01% 999
2019
Q2
$2K Sell
200
-200
-50% -$2K ﹤0.01% 1103
2019
Q1
$5K Buy
400
+100
+33% +$1.25K ﹤0.01% 997
2018
Q4
$3K Sell
300
-3,422
-92% -$34.2K ﹤0.01% 1081
2018
Q3
$48K Buy
3,722
+50
+1% +$645 ﹤0.01% 691
2018
Q2
$53K Buy
3,672
+173
+5% +$2.5K ﹤0.01% 657
2018
Q1
$59K Sell
3,499
-1,844
-35% -$31.1K ﹤0.01% 655
2017
Q4
$99K Sell
5,343
-349
-6% -$6.47K 0.01% 584
2017
Q3
$105K Buy
5,692
+392
+7% +$7.23K 0.01% 558
2017
Q2
$92K Sell
5,300
-7,803
-60% -$135K 0.01% 572
2017
Q1
$198K Sell
13,103
-770
-6% -$11.6K 0.01% 457
2016
Q4
$196K Sell
13,873
-1,642
-11% -$23.2K 0.01% 455
2016
Q3
$191K Sell
15,515
-162
-1% -$1.99K 0.01% 444
2016
Q2
$162K Buy
15,677
+553
+4% +$5.71K 0.01% 468
2016
Q1
$180K Buy
15,124
+4,033
+36% +$48K 0.01% 454
2015
Q4
$149K Buy
11,091
+4,326
+64% +$58.1K 0.01% 470
2015
Q3
$96K Sell
6,765
-15
-0.2% -$213 0.01% 524
2015
Q2
$112K Buy
6,780
+1,073
+19% +$17.7K 0.01% 528
2015
Q1
$83K Sell
5,707
-34
-0.6% -$494 0.01% 551
2014
Q4
$74K Buy
5,741
+325
+6% +$4.19K 0.01% 574
2014
Q3
$77K Sell
5,416
-30
-0.6% -$427 0.01% 575
2014
Q2
$76K Buy
5,446
+411
+8% +$5.74K 0.01% 585
2014
Q1
$72K Buy
5,035
+2,950
+141% +$42.2K 0.01% 581
2013
Q4
$29K Buy
+2,085
New +$29K ﹤0.01% 777