Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$105 4100
2025
Q1
Hold
0
-$152 3835
2024
Q4
Hold
0
3865
2023
Q4
Sell
-19
Closed -$229 3049
2023
Q3
$229 Hold
19
﹤0.01% 3177
2023
Q2
$271 Hold
19
﹤0.01% 3282
2023
Q1
$384 Hold
19
﹤0.01% 3215
2022
Q4
$1K Buy
+19
New +$1K ﹤0.01% 4277
2021
Q3
Sell
-141
Closed -$2K 3348
2021
Q2
$2K Buy
+141
New +$2K ﹤0.01% 2683
2021
Q1
Hold
0
2994
2020
Q4
Hold
0
2930
2020
Q3
Hold
0
2829
2020
Q2
Hold
0
2721
2020
Q1
Hold
0
2722
2019
Q4
Hold
0
2829
2019
Q3
Hold
0
3054
2018
Q4
Sell
-56
Closed -$1K 3455
2018
Q3
$1K Hold
56
﹤0.01% 3599
2018
Q2
$1K Buy
+56
New +$1K ﹤0.01% 3635
2017
Q4
Sell
-180
Closed -$3K 3740
2017
Q3
$3K Hold
180
﹤0.01% 3543
2017
Q2
$3K Hold
180
﹤0.01% 3549
2017
Q1
$3K Hold
180
﹤0.01% 3453
2016
Q4
$4K Hold
180
﹤0.01% 3343
2016
Q3
$3K Hold
180
﹤0.01% 3401
2016
Q2
$3K Buy
+180
New +$3K ﹤0.01% 3307