Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-150
Closed -$3.48K 507
2024
Q4
$3.48K Hold
150
﹤0.01% 483
2024
Q3
$5.22K Hold
150
﹤0.01% 432
2024
Q2
$4.86K Hold
150
﹤0.01% 437
2024
Q1
$5.1K Hold
150
﹤0.01% 434
2023
Q4
$5.91K Sell
150
-200
-57% -$7.88K ﹤0.01% 434
2023
Q3
$13.4K Hold
350
﹤0.01% 393
2023
Q2
$16K Sell
350
-200
-36% -$9.12K ﹤0.01% 380
2023
Q1
$24.6K Hold
550
0.01% 340
2022
Q4
$24.2K Hold
550
0.01% 354
2022
Q3
$23K Hold
550
0.01% 344
2022
Q2
$27K Hold
550
0.01% 339
2022
Q1
$31K Hold
550
0.01% 343
2021
Q4
$29K Hold
550
0.01% 378
2021
Q3
$28K Hold
550
0.01% 375
2021
Q2
$27K Sell
550
-150
-21% -$7.36K 0.01% 380
2021
Q1
$32K Hold
700
0.01% 370
2020
Q4
$30K Hold
700
0.01% 374
2020
Q3
$29K Hold
700
0.01% 360
2020
Q2
$29K Hold
700
0.01% 354
2020
Q1
$29K Hold
700
0.01% 357
2019
Q4
$32K Buy
+700
New +$32K 0.01% 387
2019
Q3
Sell
-850
Closed -$39K 281
2019
Q2
$39K Hold
850
0.01% 385
2019
Q1
$38K Hold
850
0.01% 394
2018
Q4
$34K Hold
850
0.01% 390
2018
Q3
$34K Hold
850
0.01% 420
2018
Q2
$34K Hold
850
0.01% 418
2018
Q1
$37K Hold
850
0.01% 417
2017
Q4
$41K Hold
850
0.01% 411
2017
Q3
$40K Hold
850
0.01% 402
2017
Q2
$38K Hold
850
0.01% 410
2017
Q1
$38K Hold
850
0.01% 421
2016
Q4
$37K Hold
850
0.01% 409
2016
Q3
$39K Sell
850
-952
-53% -$43.7K 0.01% 385
2016
Q2
$85K Hold
1,802
0.03% 300
2016
Q1
$82K Sell
1,802
-500
-22% -$22.8K 0.03% 302
2015
Q4
$89K Buy
2,302
+652
+40% +$25.2K 0.03% 301
2015
Q3
$68K Hold
1,650
0.03% 327
2015
Q2
$70K Hold
1,650
0.02% 344
2015
Q1
$70K Sell
1,650
-150
-8% -$6.36K 0.02% 343
2014
Q4
$83K Hold
1,800
0.03% 325
2014
Q3
$77K Hold
1,800
0.03% 334
2014
Q2
$82K Hold
1,800
0.03% 340
2014
Q1
$78K Sell
1,800
-50
-3% -$2.17K 0.03% 337
2013
Q4
$80K Buy
1,850
+50
+3% +$2.16K 0.03% 320
2013
Q3
$77K Hold
1,800
0.03% 307
2013
Q2
$74K Buy
+1,800
New +$74K 0.03% 316