Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418 Buy
213
+193
+965% +$379 ﹤0.01% 4484
2025
Q1
$40 Hold
20
﹤0.01% 4060
2024
Q4
$53 Buy
+20
New +$53 ﹤0.01% 4243
2023
Q1
Sell
-321
Closed -$6K 3667
2022
Q4
$6K Buy
321
+261
+435% +$4.88K ﹤0.01% 3680
2022
Q3
$1K Hold
60
﹤0.01% 4537
2022
Q2
$1K Hold
60
﹤0.01% 4316
2022
Q1
$1K Buy
+60
New +$1K ﹤0.01% 4316
2021
Q3
Hold
0
3663
2021
Q2
Hold
0
3401
2021
Q1
Hold
0
3315
2020
Q4
Hold
0
3220
2020
Q3
Hold
0
3085
2020
Q2
Hold
0
2964
2020
Q1
Sell
-538
Closed -$10K 2961
2019
Q4
$10K Hold
538
﹤0.01% 1908
2019
Q3
$11K Buy
+538
New +$11K ﹤0.01% 2016
2019
Q1
$11K Hold
538
﹤0.01% 1567
2018
Q4
$10K Sell
538
-1,000
-65% -$18.6K ﹤0.01% 2460
2018
Q3
$33K Buy
1,538
+1,000
+186% +$21.5K ﹤0.01% 2124
2018
Q2
$11K Hold
538
﹤0.01% 2786
2018
Q1
$8K Hold
538
﹤0.01% 2910
2017
Q4
$8K Sell
538
-417
-44% -$6.2K ﹤0.01% 2907
2017
Q3
$13K Sell
955
-1,132
-54% -$15.4K ﹤0.01% 2836
2017
Q2
$30K Hold
2,087
﹤0.01% 2293
2017
Q1
$32K Buy
2,087
+1,132
+119% +$17.4K ﹤0.01% 2172
2016
Q4
$14K Buy
955
+90
+10% +$1.32K ﹤0.01% 2674
2016
Q3
$13K Buy
865
+165
+24% +$2.48K ﹤0.01% 2650
2016
Q2
$10K Buy
700
+162
+30% +$2.31K ﹤0.01% 2722
2016
Q1
$11K Buy
+538
New +$11K ﹤0.01% 1567