Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$141 3115
2025
Q1
Hold
0
-$187 3767
2024
Q4
Hold
0
3778
2024
Q2
Sell
-12
Closed -$1.71K 3234
2024
Q1
$1.71K Buy
+12
New +$1.71K ﹤0.01% 2737
2022
Q4
Sell
-9
Closed -$14K 4598
2022
Q3
$14K Hold
9
﹤0.01% 3368
2022
Q2
$14K Hold
9
﹤0.01% 3126
2022
Q1
$14K Buy
+9
New +$14K ﹤0.01% 3126
2021
Q3
Hold
0
3372
2021
Q2
Hold
0
3082
2021
Q1
Hold
0
3017
2020
Q4
Hold
0
2949
2020
Q3
Hold
0
2848
2020
Q2
Hold
0
2740
2020
Q1
Hold
0
2740
2019
Q1
$0 Sell
12
-10
-45% ﹤0.01% 2401
2018
Q4
$1K Hold
22
﹤0.01% 3211
2018
Q3
$1K Hold
22
﹤0.01% 3604
2018
Q2
$1K Sell
22
-1
-4% -$45 ﹤0.01% 3637
2018
Q1
$1K Hold
23
﹤0.01% 3604
2017
Q4
$1K Hold
23
﹤0.01% 3604
2017
Q3
$1K Hold
23
﹤0.01% 3829
2017
Q2
$0 Hold
23
﹤0.01% 4034
2017
Q1
$1K Hold
23
﹤0.01% 3732
2016
Q4
$1K Hold
23
﹤0.01% 3718
2016
Q3
$0 Hold
23
﹤0.01% 3876
2016
Q2
$0 Buy
23
+11
+92% ﹤0.01% 3818
2016
Q1
$0 Buy
+12
New ﹤0.01% 2404