Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30
Closed -$1.54K 2211
2024
Q4
$1.54K Sell
30
-15
-33% -$771 ﹤0.01% 2000
2024
Q3
$2.3K Sell
45
-59
-57% -$3.02K ﹤0.01% 1931
2024
Q2
$4.76K Hold
104
﹤0.01% 1846
2024
Q1
$4.93K Buy
104
+18
+21% +$853 ﹤0.01% 1840
2023
Q4
$4.09K Buy
+86
New +$4.09K ﹤0.01% 1871
2018
Q3
Sell
-36
Closed -$3K 2330
2018
Q2
$3K Hold
36
﹤0.01% 2076
2018
Q1
$3K Hold
36
﹤0.01% 2034
2017
Q4
$3K Hold
36
﹤0.01% 2050
2017
Q3
$3K Buy
36
+8
+29% +$667 ﹤0.01% 2027
2017
Q2
$3K Buy
28
+7
+33% +$750 ﹤0.01% 2011
2017
Q1
$2K Buy
21
+7
+50% +$667 ﹤0.01% 2029
2016
Q4
$2K Sell
14
-13
-48% -$1.86K ﹤0.01% 2016
2016
Q3
$3K Hold
27
﹤0.01% 2001
2016
Q2
$3K Hold
27
﹤0.01% 1967
2016
Q1
$3K Hold
27
﹤0.01% 1948
2015
Q4
$3K Hold
27
﹤0.01% 1935
2015
Q3
$3K Sell
27
-13
-33% -$1.44K ﹤0.01% 1840
2015
Q2
$5K Hold
40
﹤0.01% 1799
2015
Q1
$5K Sell
40
-19
-32% -$2.38K ﹤0.01% 1872
2014
Q4
$6K Hold
59
﹤0.01% 1814
2014
Q3
$6K Hold
59
﹤0.01% 1819
2014
Q2
$6K Buy
59
+15
+34% +$1.53K ﹤0.01% 1804
2014
Q1
$5K Buy
+44
New +$5K ﹤0.01% 1717