Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4089
2023
Q1
Sell
-54
Closed -$3K 3817
2022
Q4
$3K Sell
54
-125
-70% -$6.94K ﹤0.01% 4008
2022
Q3
$6K Buy
179
+48
+37% +$1.61K ﹤0.01% 3935
2022
Q2
$5K Hold
131
﹤0.01% 3784
2022
Q1
$5K Buy
+131
New +$5K ﹤0.01% 3784
2021
Q3
Hold
0
3852
2021
Q2
Hold
0
3589
2021
Q1
Hold
0
3498
2020
Q4
Hold
0
3379
2020
Q3
Hold
0
3256
2020
Q2
Hold
0
3127
2020
Q1
Hold
0
3101
2019
Q4
Sell
-4
Closed 3148
2019
Q3
$0 Buy
+4
New ﹤0.01% 3291
2017
Q4
Sell
-40
Closed -$4K 3872
2017
Q3
$4K Sell
40
-125
-76% -$12.5K ﹤0.01% 3466
2017
Q2
$13K Buy
165
+75
+83% +$5.91K ﹤0.01% 2817
2017
Q1
$7K Buy
90
+40
+80% +$3.11K ﹤0.01% 3083
2016
Q4
$3K Sell
50
-40
-44% -$2.4K ﹤0.01% 3484
2016
Q3
$9K Sell
90
-34
-27% -$3.4K ﹤0.01% 2875
2016
Q2
$8K Buy
+124
New +$8K ﹤0.01% 2856
2016
Q1
Sell
-211
Closed -$13K 2798
2015
Q4
$13K Buy
+211
New +$13K ﹤0.01% 2415