Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-566
Closed -$49.8K 2399
2025
Q1
$49.8K Buy
566
+297
+110% +$26.1K ﹤0.01% 1137
2024
Q4
$24.9K Sell
269
-7,203
-96% -$666K ﹤0.01% 1370
2024
Q3
$693K Buy
+7,472
New +$693K ﹤0.01% 448
2024
Q2
Hold
0
2050
2024
Q1
Sell
-4,048
Closed -$280K 2083
2023
Q4
$280K Buy
+4,048
New +$280K ﹤0.01% 652
2023
Q3
Sell
-100
Closed -$5.57K 2233
2023
Q2
$5.57K Buy
+100
New +$5.57K ﹤0.01% 1388
2023
Q1
Hold
0
2137
2022
Q2
Hold
0
2258
2022
Q1
Hold
0
2282
2021
Q4
Hold
0
2397
2021
Q3
Hold
0
2289
2021
Q2
Hold
0
2217
2018
Q4
Sell
-200
Closed -$7K 1495
2018
Q3
$7K Hold
200
﹤0.01% 1221
2018
Q2
$7K Buy
+200
New +$7K ﹤0.01% 1176
2017
Q4
Hold
0
1469
2017
Q3
Hold
0
1410
2016
Q4
Sell
-1,903
Closed -$63K 1369
2016
Q3
$63K Buy
+1,903
New +$63K ﹤0.01% 725
2016
Q2
Hold
0
1274
2016
Q1
Hold
0
1284
2015
Q4
Hold
0
1449
2015
Q3
Hold
0
1446
2015
Q2
Hold
0
1441
2015
Q1
Hold
0
1407
2014
Q4
Sell
-818
Closed -$19K 1511
2014
Q3
$19K Sell
818
-1,000
-55% -$23.2K ﹤0.01% 1154
2014
Q2
$47K Buy
1,818
+1,422
+359% +$36.8K ﹤0.01% 884
2014
Q1
$11K Sell
396
-838
-68% -$23.3K ﹤0.01% 1212
2013
Q4
$32K Sell
1,234
-1,286
-51% -$33.3K ﹤0.01% 1031
2013
Q3
$61K Buy
+2,520
New +$61K ﹤0.01% 824