Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$242K Sell
5,467
-1,150
-17% -$50.9K ﹤0.01% 1152
2024
Q4
$311K Sell
6,617
-47
-0.7% -$2.21K ﹤0.01% 1090
2024
Q3
$314K Sell
6,664
-788
-11% -$37.1K ﹤0.01% 1080
2024
Q2
$283K Buy
+7,452
New +$283K ﹤0.01% 1077
2020
Q4
Sell
-1,255
Closed -$24K 1617
2020
Q3
$24K Sell
1,255
-113
-8% -$2.16K ﹤0.01% 1546
2020
Q2
$21K Buy
1,368
+470
+52% +$7.22K ﹤0.01% 1572
2020
Q1
$26K Hold
898
﹤0.01% 1951
2019
Q4
$26K Buy
898
+400
+80% +$11.6K ﹤0.01% 1951
2019
Q3
$17 Sell
498
-68
-12% -$2 ﹤0.01% 2119
2019
Q2
$21 Sell
566
-145
-20% -$5 ﹤0.01% 2043
2019
Q1
$25 Sell
711
-271
-28% -$10 ﹤0.01% 1981
2018
Q4
$29 Buy
+982
New +$29 ﹤0.01% 1827
2018
Q3
Sell
-967
Closed -$27K 1593
2018
Q2
$27K Sell
967
-593
-38% -$16.6K ﹤0.01% 1624
2018
Q1
$50K Hold
1,560
﹤0.01% 1630
2017
Q4
$50K Buy
1,560
+71
+5% +$2.28K ﹤0.01% 1630
2017
Q3
$46K Buy
1,489
+365
+32% +$11.3K ﹤0.01% 1681
2017
Q2
$29K Hold
1,124
﹤0.01% 1798
2017
Q1
$29K Hold
1,124
﹤0.01% 1798
2016
Q4
$27K Sell
1,124
-641
-36% -$15.4K ﹤0.01% 1805
2016
Q3
$48K Hold
1,765
﹤0.01% 1621
2016
Q2
$50K Buy
1,765
+216
+14% +$6.12K ﹤0.01% 1576
2016
Q1
$46K Sell
1,549
-318
-17% -$9.44K ﹤0.01% 1547
2015
Q4
$52K Sell
1,867
-2
-0.1% -$56 ﹤0.01% 1545
2015
Q3
$55K Sell
1,869
-1,639
-47% -$48.2K ﹤0.01% 1561
2015
Q2
$116K Buy
3,508
+108
+3% +$3.57K ﹤0.01% 1383
2015
Q1
$100K Hold
3,400
﹤0.01% 1467
2014
Q4
$96K Buy
+3,400
New +$96K ﹤0.01% 1545