Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,280
Closed -$29.7K 472
2024
Q4
$29.7K Hold
1,280
﹤0.01% 366
2024
Q3
$44.6K Hold
1,280
﹤0.01% 345
2024
Q2
$41.4K Hold
1,280
﹤0.01% 347
2024
Q1
$43.5K Hold
1,280
﹤0.01% 363
2023
Q4
$50.6K Hold
1,280
﹤0.01% 414
2023
Q3
$49.1K Hold
1,280
﹤0.01% 425
2023
Q2
$58.4K Hold
1,280
﹤0.01% 404
2023
Q1
$57.3K Hold
1,280
﹤0.01% 431
2022
Q4
$56K Hold
1,280
﹤0.01% 460
2022
Q3
$54K Hold
1,280
﹤0.01% 453
2022
Q2
$63K Hold
1,280
﹤0.01% 416
2022
Q1
$71K Hold
1,280
﹤0.01% 410
2021
Q4
$67K Hold
1,280
﹤0.01% 477
2021
Q3
$64K Hold
1,280
﹤0.01% 475
2021
Q2
$63K Hold
1,280
﹤0.01% 459
2021
Q1
$58K Sell
1,280
-23
-2% -$1.04K ﹤0.01% 489
2020
Q4
$56K Buy
1,303
+23
+2% +$988 ﹤0.01% 420
2020
Q3
$53K Hold
1,280
﹤0.01% 373
2020
Q2
$53K Hold
1,280
﹤0.01% 364
2020
Q1
$52K Hold
1,280
﹤0.01% 345
2019
Q4
$59K Hold
1,280
﹤0.01% 343
2019
Q3
$62K Hold
1,280
﹤0.01% 341
2019
Q2
$58K Hold
1,280
﹤0.01% 347
2019
Q1
$57K Hold
1,280
﹤0.01% 384
2018
Q4
$51K Hold
1,280
﹤0.01% 380
2018
Q3
$52K Hold
1,280
﹤0.01% 411
2018
Q2
$52K Hold
1,280
﹤0.01% 422
2018
Q1
$55K Sell
1,280
-1,280
-50% -$55K ﹤0.01% 428
2017
Q4
$124K Buy
2,560
+1,280
+100% +$62K ﹤0.01% 441
2017
Q3
$60K Hold
1,280
﹤0.01% 496
2017
Q2
$58K Hold
1,280
﹤0.01% 498
2017
Q1
$57K Sell
1,280
-322
-20% -$14.3K ﹤0.01% 527
2016
Q4
$69K Hold
1,602
﹤0.01% 571
2016
Q3
$74K Hold
1,602
﹤0.01% 624
2016
Q2
$75K Hold
1,602
﹤0.01% 605
2016
Q1
$74K Sell
1,602
-8,900
-85% -$411K ﹤0.01% 668
2015
Q4
$404K Hold
10,502
0.01% 350
2015
Q3
$428K Sell
10,502
-7,900
-43% -$322K 0.02% 294
2015
Q2
$782K Sell
18,402
-9,736
-35% -$414K 0.03% 248
2015
Q1
$1.19M Buy
28,138
+322
+1% +$13.6K 0.04% 212
2014
Q4
$1.28M Sell
27,816
-5,690
-17% -$262K 0.06% 155
2014
Q3
$1.44M Buy
33,506
+493
+1% +$21.1K 0.06% 146
2014
Q2
$1.5M Sell
33,013
-7,612
-19% -$346K 0.06% 149
2014
Q1
$1.75M Buy
40,625
+704
+2% +$30.4K 0.07% 152
2013
Q4
$1.73M Buy
+39,921
New +$1.73M 0.07% 144