Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3675
2025
Q1
Hold
0
3563
2024
Q4
Hold
0
3411
2024
Q3
Hold
0
3066
2024
Q2
Sell
-2,369
Closed -$88.6K 3120
2024
Q1
$88.6K Buy
+2,369
New +$88.6K ﹤0.01% 835
2023
Q4
Hold
0
3328
2023
Q3
Hold
0
3347
2023
Q2
Sell
-2,597
Closed -$107K 3301
2023
Q1
$107K Buy
+2,597
New +$107K ﹤0.01% 849
2022
Q4
Hold
0
3244
2022
Q3
Hold
0
3231
2022
Q2
Sell
-1,300
Closed -$75K 3264
2022
Q1
$75K Sell
1,300
-1,752
-57% -$101K ﹤0.01% 1324
2021
Q4
$183K Buy
+3,052
New +$183K ﹤0.01% 1235
2021
Q3
Hold
0
3183
2021
Q2
Hold
0
3055
2021
Q1
Sell
-100
Closed -$4K 2866
2020
Q4
$4K Buy
+100
New +$4K ﹤0.01% 1510
2020
Q3
Hold
0
2471
2019
Q4
Hold
0
2179
2019
Q3
Hold
0
2141
2017
Q4
Hold
0
1924
2017
Q3
Hold
0
1888
2017
Q2
Hold
0
1867
2017
Q1
Hold
0
1828
2016
Q4
Hold
0
1823
2016
Q3
Sell
-100
Closed -$4K 1765
2016
Q2
$4K Hold
100
﹤0.01% 1078
2016
Q1
$4K Hold
100
﹤0.01% 1076
2015
Q4
$4K Buy
+100
New +$4K ﹤0.01% 1249
2014
Q3
Hold
0
1941
2014
Q2
Hold
0
1929
2014
Q1
Hold
0
1912
2013
Q4
Hold
0
1927
2013
Q3
Sell
-1,032
Closed -$26K 1878
2013
Q2
$26K Buy
+1,032
New +$26K ﹤0.01% 1024