Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.01K Sell
88
-720
-89% -$41K ﹤0.01% 3391
2025
Q1
$37.3K Sell
808
-26
-3% -$1.2K ﹤0.01% 2032
2024
Q4
$30.6K Hold
834
﹤0.01% 2064
2024
Q3
$29.5K Buy
+834
New +$29.5K ﹤0.01% 1972
2023
Q4
Sell
-315
Closed -$4.32K 3133
2023
Q3
$4.32K Buy
+315
New +$4.32K ﹤0.01% 2568
2021
Q3
Hold
0
3697
2021
Q2
Hold
0
3435
2021
Q1
Hold
0
3348
2020
Q4
Hold
0
3247
2020
Q3
Hold
0
3114
2020
Q2
Hold
0
2995
2020
Q1
Sell
-114
Closed -$2K 2989
2019
Q4
$2K Hold
114
﹤0.01% 2491
2019
Q3
$2K Buy
+114
New +$2K ﹤0.01% 2663
2019
Q1
Sell
-1,991
Closed -$44K 2642
2018
Q4
$44K Sell
1,991
-50
-2% -$1.11K ﹤0.01% 1666
2018
Q3
$40K Sell
2,041
-317
-13% -$6.21K ﹤0.01% 1997
2018
Q2
$59K Sell
2,358
-1,196
-34% -$29.9K ﹤0.01% 1797
2018
Q1
$85K Hold
3,554
﹤0.01% 1478
2017
Q4
$85K Buy
3,554
+110
+3% +$2.63K ﹤0.01% 1476
2017
Q3
$78K Buy
3,444
+872
+34% +$19.7K ﹤0.01% 1688
2017
Q2
$47K Buy
2,572
+1,743
+210% +$31.9K ﹤0.01% 1991
2017
Q1
$18K Hold
829
﹤0.01% 2534
2016
Q4
$16K Buy
829
+436
+111% +$8.42K ﹤0.01% 2587
2016
Q3
$7K Buy
393
+10
+3% +$178 ﹤0.01% 3023
2016
Q2
$8K Buy
+383
New +$8K ﹤0.01% 2848
2016
Q1
Sell
-399
Closed -$12K 2673
2015
Q4
$12K Buy
+399
New +$12K ﹤0.01% 2458