Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.7K Hold
200
﹤0.01% 235
2025
Q1
$1.64K Hold
200
﹤0.01% 237
2024
Q4
$2.81K Hold
200
﹤0.01% 248
2024
Q3
$4.22K Hold
200
﹤0.01% 231
2024
Q2
$4.6K Hold
200
﹤0.01% 236
2024
Q1
$5.83K Hold
200
﹤0.01% 236
2023
Q4
$5.74K Hold
200
﹤0.01% 234
2023
Q3
$4.19K Hold
200
﹤0.01% 238
2023
Q2
$4.61K Hold
200
﹤0.01% 238
2023
Q1
$4.71K Hold
200
﹤0.01% 240
2022
Q4
$5.05K Hold
200
﹤0.01% 248
2022
Q3
$5K Hold
200
﹤0.01% 244
2022
Q2
$7K Sell
200
-300
-60% -$10.5K ﹤0.01% 263
2022
Q1
$30K Hold
500
0.02% 174
2021
Q4
$25K Buy
500
+200
+67% +$10K 0.01% 185
2021
Q3
$14K Hold
300
0.01% 190
2021
Q2
$17K Sell
300
-75
-20% -$4.25K 0.01% 179
2021
Q1
$22K Sell
375
-175
-32% -$10.3K 0.02% 161
2020
Q4
$22K Buy
+550
New +$22K 0.02% 159
2019
Q4
$110K Sell
2,150
-2,190
-50% -$112K 0.09% 113
2019
Q3
$215K Sell
4,340
-4,385
-50% -$217K 0.19% 92
2019
Q2
$415K Buy
8,725
+100
+1% +$4.76K 0.38% 77
2019
Q1
$593K Buy
+8,625
New +$593K 0.56% 58
2018
Q3
$682K Sell
9,150
-425
-4% -$31.7K 0.61% 52
2018
Q2
$707K Sell
9,575
-475
-5% -$35.1K 0.64% 50
2018
Q1
$658K Sell
10,050
-150
-1% -$9.82K 0.64% 55
2017
Q4
$553K Buy
+10,200
New +$553K 0.53% 66
2015
Q2
$824K Buy
13,165
+490
+4% +$30.7K 0.78% 50
2015
Q1
$992K Sell
12,675
-150
-1% -$11.7K 0.92% 44
2014
Q4
$783K Sell
12,825
-4,250
-25% -$259K 0.73% 53
2014
Q3
$1.04M Buy
17,075
+825
+5% +$50.3K 0.98% 42
2014
Q2
$856K Buy
16,250
+200
+1% +$10.5K 0.8% 56
2014
Q1
$911K Buy
16,050
+1,050
+7% +$59.6K 0.88% 48
2013
Q4
$851K Buy
+15,000
New +$851K 0.83% 50