Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,900
Closed -$35K 183
2024
Q4
$35K Hold
5,900
﹤0.01% 146
2024
Q3
$37K Hold
5,900
﹤0.01% 145
2024
Q2
$37K Hold
5,900
﹤0.01% 143
2024
Q1
$35K Hold
5,900
﹤0.01% 149
2023
Q4
$34K Hold
5,900
﹤0.01% 152
2023
Q3
$28K Hold
5,900
﹤0.01% 150
2023
Q2
$30K Hold
5,900
﹤0.01% 147
2023
Q1
$25K Hold
5,900
﹤0.01% 138
2022
Q4
$30K Hold
5,900
0.01% 132
2022
Q3
$23K Sell
5,900
-140
-2% -$546 ﹤0.01% 144
2022
Q2
$26K Sell
6,040
-129
-2% -$555 ﹤0.01% 139
2022
Q1
$32K Hold
6,169
﹤0.01% 138
2021
Q4
$30K Hold
6,169
﹤0.01% 134
2021
Q3
$30K Sell
6,169
-119
-2% -$579 ﹤0.01% 143
2021
Q2
$24K Sell
6,288
-106
-2% -$405 ﹤0.01% 164
2021
Q1
$28K Hold
6,394
﹤0.01% 130
2020
Q4
$23K Hold
6,394
﹤0.01% 127
2020
Q3
$16K Hold
6,394
﹤0.01% 129
2020
Q2
$17K Buy
6,394
+1,192
+23% +$3.17K ﹤0.01% 124
2020
Q1
$11K Hold
5,202
﹤0.01% 131
2019
Q4
$22K Hold
5,202
﹤0.01% 120
2019
Q3
$20K Sell
5,202
-208
-4% -$800 ﹤0.01% 113
2019
Q2
$24K Sell
5,410
-193
-3% -$856 ﹤0.01% 113
2019
Q1
$23K Hold
5,603
﹤0.01% 131
2018
Q4
$22K Hold
5,603
﹤0.01% 130
2018
Q3
$31K Sell
5,603
-152
-3% -$841 0.01% 121
2018
Q2
$28K Sell
5,755
-147
-2% -$715 0.01% 121
2018
Q1
$32K Hold
5,902
0.01% 100
2017
Q4
$30K Hold
5,902
0.01% 108
2017
Q3
$28K Sell
5,902
-164
-3% -$778 0.01% 112
2017
Q2
$25K Sell
6,066
-174
-3% -$717 0.01% 122
2017
Q1
$25K Hold
6,240
0.01% 117
2016
Q4
$27K Hold
6,240
0.01% 111
2016
Q3
$19K Sell
6,240
-222
-3% -$676 0.01% 119
2016
Q2
$19K Sell
6,462
-216
-3% -$635 0.01% 120
2016
Q1
$26K Hold
6,678
0.01% 102
2015
Q4
$27K Hold
6,678
0.01% 103
2015
Q3
$28K Sell
6,678
-148
-2% -$621 0.01% 95
2015
Q2
$36K Sell
6,826
-124
-2% -$654 0.01% 137
2015
Q1
$38K Hold
6,950
0.02% 139
2014
Q4
$36K Hold
6,950
0.02% 136
2014
Q3
$39K Sell
6,950
-120
-2% -$673 0.02% 124
2014
Q2
$42K Hold
7,070
0.02% 119
2014
Q1
$44K Hold
7,070
0.02% 116
2013
Q4
$46K Buy
+7,070
New +$46K 0.02% 104