Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.54K Hold
43
﹤0.01% 976
2024
Q4
$2.12K Hold
43
﹤0.01% 956
2024
Q3
$2.05K Buy
+43
New +$2.05K ﹤0.01% 967
2021
Q3
Sell
-76
Closed -$1K 1096
2021
Q2
$1K Hold
76
﹤0.01% 1041
2021
Q1
$2K Hold
76
﹤0.01% 1039
2020
Q4
$1K Buy
+76
New +$1K ﹤0.01% 1049
2020
Q1
Sell
-789
Closed -$15K 920
2019
Q4
$15K Sell
789
-2,000
-72% -$38K ﹤0.01% 757
2019
Q3
$53K Hold
2,789
﹤0.01% 588
2019
Q2
$94K Buy
+2,789
New +$94K ﹤0.01% 496
2016
Q3
Sell
-6,789
Closed -$335K 326
2016
Q2
$335K Hold
6,789
0.02% 248
2016
Q1
$365K Sell
6,789
-4,000
-37% -$215K 0.02% 234
2015
Q4
$509K Hold
10,789
0.03% 214
2015
Q3
$457K Hold
10,789
0.02% 211
2015
Q2
$572K Hold
10,789
0.03% 206
2015
Q1
$617K Hold
10,789
0.03% 207
2014
Q4
$654K Buy
10,789
+771
+8% +$46.7K 0.03% 205
2014
Q3
$669K Buy
10,018
+18
+0.2% +$1.2K 0.03% 197
2014
Q2
$769K Hold
10,000
0.04% 187
2014
Q1
$777K Buy
10,000
+2,000
+25% +$155K 0.04% 180
2013
Q4
$642K Sell
8,000
-25
-0.3% -$2.01K 0.03% 190
2013
Q3
$569K Buy
8,025
+25
+0.3% +$1.77K 0.03% 203
2013
Q2
$474K Buy
+8,000
New +$474K 0.03% 212