Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.93K Buy
2,098
+223
+12% +$843 ﹤0.01% 3058
2025
Q1
$5.42K Sell
1,875
-24
-1% -$69 ﹤0.01% 2808
2024
Q4
$9.61K Buy
1,899
+24
+1% +$121 ﹤0.01% 2535
2024
Q3
$10.5K Buy
1,875
+895
+91% +$5.03K ﹤0.01% 2401
2024
Q2
$4.52K Buy
+980
New +$4.52K ﹤0.01% 2597
2023
Q1
Sell
-125
Closed -$2K 3788
2022
Q4
$2K Hold
125
﹤0.01% 4161
2022
Q3
$2K Hold
125
﹤0.01% 4355
2022
Q2
$2K Hold
125
﹤0.01% 4123
2022
Q1
$2K Buy
+125
New +$2K ﹤0.01% 4123
2021
Q3
Hold
0
3810
2021
Q2
Hold
0
3546
2021
Q1
Hold
0
3458
2020
Q4
Sell
-7
Closed 3340
2020
Q3
$0 Hold
7
﹤0.01% 3219
2020
Q2
$0 Sell
7
-2,533
-100% ﹤0.01% 3094
2020
Q1
$5K Hold
2,540
﹤0.01% 2033
2019
Q4
$16K Buy
2,540
+1,086
+75% +$6.84K ﹤0.01% 1716
2019
Q3
$13K Buy
+1,454
New +$13K ﹤0.01% 1948
2018
Q2
Sell
-64
Closed -$1K 3887
2018
Q1
$1K Hold
64
﹤0.01% 3631
2017
Q4
$1K Sell
64
-43
-40% -$672 ﹤0.01% 3631
2017
Q3
$2K Buy
107
+2
+2% +$37 ﹤0.01% 3698
2017
Q2
$1K Buy
105
+3
+3% +$29 ﹤0.01% 3849
2017
Q1
$1K Buy
102
+44
+76% +$431 ﹤0.01% 3769
2016
Q4
$1K Buy
58
+1
+2% +$17 ﹤0.01% 3750
2016
Q3
$1K Buy
57
+1
+2% +$18 ﹤0.01% 3707
2016
Q2
$1K Buy
+56
New +$1K ﹤0.01% 3605
2016
Q1
Sell
-98
Closed -$2K 2766
2015
Q4
$2K Buy
+98
New +$2K ﹤0.01% 3301