Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.71K Hold
204
﹤0.01% 1913
2025
Q1
$3.45K Buy
204
+26
+15% +$440 ﹤0.01% 1914
2024
Q4
$2.26K Buy
178
+18
+11% +$228 ﹤0.01% 1966
2024
Q3
$2.44K Buy
+160
New +$2.44K ﹤0.01% 1927
2022
Q3
Sell
-300
Closed -$2K 2244
2022
Q2
$2K Sell
300
-12
-4% -$80 ﹤0.01% 1992
2022
Q1
$7K Buy
312
+283
+976% +$6.35K ﹤0.01% 1923
2021
Q4
$1K Buy
+29
New +$1K ﹤0.01% 2154
2021
Q3
Sell
-215
Closed -$14K 2313
2021
Q2
$14K Sell
215
-53
-20% -$3.45K ﹤0.01% 1955
2021
Q1
$31K Sell
268
-4,974
-95% -$575K ﹤0.01% 1915
2020
Q4
$571K Sell
5,242
-19,502
-79% -$2.12M ﹤0.01% 1495
2020
Q3
$1.36M Sell
24,744
-877
-3% -$48.2K ﹤0.01% 1128
2020
Q2
$1.43M Buy
25,621
+25,581
+63,953% +$1.42M ﹤0.01% 1102
2020
Q1
$3K Buy
40
+38
+1,900% +$2.85K ﹤0.01% 1992
2019
Q4
$1K Hold
2
﹤0.01% 2140
2019
Q3
$1K Hold
2
﹤0.01% 2132
2019
Q2
$1K Sell
2
-1
-33% -$500 ﹤0.01% 2123
2019
Q1
$1K Hold
3
﹤0.01% 2112
2018
Q4
$1K Hold
3
﹤0.01% 2145
2018
Q3
$1K Hold
3
﹤0.01% 2216
2018
Q2
$1K Sell
3
-4,914
-100% -$1.64M ﹤0.01% 2157
2018
Q1
$676K Sell
4,917
-28,399
-85% -$3.9M ﹤0.01% 1330
2017
Q4
$4.96M Sell
33,316
-1,361
-4% -$203K 0.01% 615
2017
Q3
$4.63M Buy
+34,677
New +$4.63M 0.01% 601
2015
Q2
Sell
-300
Closed -$117K 2066
2015
Q1
$117K Hold
300
﹤0.01% 1583
2014
Q4
$121K Hold
300
﹤0.01% 1568
2014
Q3
$114K Hold
300
﹤0.01% 1562
2014
Q2
$123K Hold
300
﹤0.01% 1556
2014
Q1
$129K Hold
300
﹤0.01% 1559
2013
Q4
$127K Hold
300
﹤0.01% 1552
2013
Q3
$119K Sell
300
-170
-36% -$67.4K ﹤0.01% 1543
2013
Q2
$178K Buy
+470
New +$178K ﹤0.01% 1458