Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.1K Buy
+5,548
New +$9.1K ﹤0.01% 4462
2021
Q2
Sell
-525
Closed -$4K 5467
2021
Q1
$4K Buy
+525
New +$4K ﹤0.01% 5266
2020
Q3
Sell
-3,008
Closed -$8K 5053
2020
Q2
$8K Hold
3,008
﹤0.01% 4705
2020
Q1
$7K Buy
3,008
+1,700
+130% +$3.96K ﹤0.01% 4717
2019
Q4
$6K Sell
1,308
-100
-7% -$459 ﹤0.01% 4820
2019
Q3
$6K Buy
+1,408
New +$6K ﹤0.01% 4725
2019
Q2
Sell
-673
Closed -$2K 5110
2019
Q1
$2K Buy
+673
New +$2K ﹤0.01% 4971
2018
Q4
Hold
0
5026
2018
Q3
Hold
0
5053
2018
Q2
Hold
0
4989
2018
Q1
Hold
0
4926
2017
Q4
Sell
-2,473
Closed -$7K 4961
2017
Q3
$7K Buy
+2,473
New +$7K ﹤0.01% 4278
2017
Q2
Sell
-600
Closed -$2K 4888
2017
Q1
$2K Buy
+600
New +$2K ﹤0.01% 4635
2016
Q2
Sell
-4
Closed 5012
2016
Q1
$0 Sell
4
-96
-96% ﹤0.01% 5375
2015
Q4
$0 Sell
100
-2,494
-96% ﹤0.01% 5449
2015
Q3
$15K Buy
+2,594
New +$15K ﹤0.01% 4194
2015
Q2
Sell
-214
Closed -$1K 5576
2015
Q1
$1K Buy
+214
New +$1K ﹤0.01% 5322
2014
Q4
Sell
-5,000
Closed -$7K 5478
2014
Q3
$7K Buy
+5,000
New +$7K ﹤0.01% 4767