Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8K Hold
100
﹤0.01% 130
2025
Q1
$9K Hold
100
﹤0.01% 126
2024
Q4
$10K Buy
+100
New +$10K ﹤0.01% 188
2023
Q3
Sell
-2,271
Closed -$262K 209
2023
Q2
$262K Buy
+2,271
New +$262K 0.04% 47
2018
Q3
Sell
-838
Closed -$49K 184
2018
Q2
$49K Sell
838
-22
-3% -$1.29K 0.01% 97
2018
Q1
$44K Buy
860
+22
+3% +$1.13K 0.01% 87
2017
Q4
$45K Hold
838
0.01% 90
2017
Q3
$51K Hold
838
0.01% 93
2017
Q2
$51K Hold
838
0.01% 94
2017
Q1
$51K Hold
838
0.02% 93
2016
Q4
$47K Sell
838
-420
-33% -$23.6K 0.02% 89
2016
Q3
$75K Hold
1,258
0.03% 78
2016
Q2
$69K Hold
1,258
0.02% 75
2016
Q1
$64K Hold
1,258
0.02% 67
2015
Q4
$63K Hold
1,258
0.02% 71
2015
Q3
$59K Sell
1,258
-1,396
-53% -$65.5K 0.02% 69
2015
Q2
$144K Buy
2,654
+138
+5% +$7.49K 0.06% 41
2015
Q1
$137K Sell
2,516
-264
-9% -$14.4K 0.05% 42
2014
Q4
$151K Sell
2,780
-8
-0.3% -$435 0.06% 44
2014
Q3
$158K Sell
2,788
-104
-4% -$5.89K 0.07% 37
2014
Q2
$162K Sell
2,892
-315
-10% -$17.6K 0.09% 33
2014
Q1
$172K Sell
3,207
-419
-12% -$22.5K 0.08% 32
2013
Q4
$173K Buy
+3,626
New +$173K 0.09% 31