Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438 Hold
100
﹤0.01% 991
2025
Q1
$392 Hold
100
﹤0.01% 1007
2024
Q4
$531 Hold
100
﹤0.01% 1023
2024
Q3
$710 Hold
100
﹤0.01% 1043
2024
Q2
$110 Hold
100
﹤0.01% 1110
2024
Q1
$156 Hold
100
﹤0.01% 1067
2023
Q4
$183 Hold
100
﹤0.01% 1003
2023
Q3
$142 Hold
100
﹤0.01% 1001
2023
Q2
$226 Hold
100
﹤0.01% 1032
2023
Q1
$265 Hold
100
﹤0.01% 1027
2022
Q4
$522 Hold
100
﹤0.01% 1078
2022
Q3
$728 Hold
100
﹤0.01% 999
2022
Q2
$1.09K Sell
100
-300
-75% -$3.27K ﹤0.01% 894
2022
Q1
$4.51K Buy
+400
New +$4.51K ﹤0.01% 727
2021
Q4
Sell
-1,100
Closed -$13.6K 1023
2021
Q3
$13.6K Hold
1,100
﹤0.01% 633
2021
Q2
$14.9K Hold
1,100
﹤0.01% 610
2021
Q1
$14.7K Buy
+1,100
New +$14.7K 0.01% 588
2020
Q4
Sell
-1,450
Closed -$14.6K 998
2020
Q3
$14.6K Buy
1,450
+500
+53% +$5.05K 0.01% 522
2020
Q2
$9.53K Hold
950
﹤0.01% 576
2020
Q1
$8.99K Hold
950
0.01% 531
2019
Q4
$12.6K Hold
950
0.01% 539
2019
Q3
$11.9K Buy
950
+75
+9% +$936 0.01% 485
2019
Q2
$10.3K Buy
875
+100
+13% +$1.18K 0.01% 494
2019
Q1
$9.29K Sell
775
-454
-37% -$5.44K 0.01% 494
2018
Q4
$18.6K Buy
1,229
+100
+9% +$1.52K 0.02% 373
2018
Q3
$23.9K Buy
1,129
+518
+85% +$11K 0.02% 350
2018
Q2
$11.4K Buy
611
+100
+20% +$1.87K 0.01% 442
2018
Q1
$8.4K Hold
511
0.01% 458
2017
Q4
$8.53K Sell
511
-288
-36% -$4.81K 0.01% 450
2017
Q3
$15.1K Buy
799
+99
+14% +$1.87K 0.01% 376
2017
Q2
$16.7K Hold
700
0.01% 323
2017
Q1
$16.5K Hold
700
0.01% 310
2016
Q4
$16.6K Buy
+700
New +$16.6K 0.02% 289