Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Hold
400
0.01% 225
2025
Q1
$101K Sell
400
-600
-60% -$152K 0.01% 233
2024
Q4
$234K Sell
1,000
-100
-9% -$23.4K 0.03% 199
2024
Q3
$281K Hold
1,100
0.04% 191
2024
Q2
$262K Hold
1,100
0.03% 197
2024
Q1
$254K Hold
1,100
0.03% 196
2023
Q4
$218K Hold
1,100
0.03% 204
2023
Q3
$186K Hold
1,100
0.03% 214
2023
Q2
$205K Sell
1,100
-100
-8% -$18.7K 0.03% 215
2023
Q1
$199K Hold
1,200
0.03% 219
2022
Q4
$175K Sell
1,200
-30
-2% -$4.37K 0.02% 224
2022
Q3
$178K Sell
1,230
-150
-11% -$21.7K 0.03% 218
2022
Q2
$212K Hold
1,380
0.03% 215
2022
Q1
$244K Hold
1,380
0.03% 216
2021
Q4
$324K Sell
1,380
-254
-16% -$59.6K 0.04% 209
2021
Q3
$340K Sell
1,634
-50
-3% -$10.4K 0.04% 201
2021
Q2
$346K Sell
1,684
-11
-0.6% -$2.26K 0.04% 210
2021
Q1
$363K Hold
1,695
0.05% 200
2020
Q4
$366K Sell
1,695
-19
-1% -$4.1K 0.05% 201
2020
Q3
$343K Hold
1,714
0.05% 198
2020
Q2
$341K Hold
1,714
0.06% 193
2020
Q1
$267K Hold
1,714
0.06% 181
2019
Q4
$331K Buy
1,714
+750
+78% +$145K 0.06% 186
2019
Q3
$191K Hold
964
0.04% 208
2019
Q2
$190K Hold
964
0.04% 206
2019
Q1
$170K Buy
964
+194
+25% +$34.2K 0.03% 200
2018
Q4
$113K Hold
770
0.03% 221
2018
Q3
$121K Hold
770
0.02% 226
2018
Q2
$108K Sell
770
-271
-26% -$38K 0.02% 231
2018
Q1
$143K Hold
1,041
0.03% 215
2017
Q4
$140K Buy
+1,041
New +$140K 0.02% 310
2016
Q4
Sell
-35
Closed -$4K 466
2016
Q3
$4K Sell
35
-140
-80% -$16K ﹤0.01% 407
2016
Q2
$21K Hold
175
0.01% 304
2016
Q1
$20K Sell
175
-65
-27% -$7.43K ﹤0.01% 312
2015
Q4
$27K Buy
+240
New +$27K 0.01% 295