Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$212 3720
2025
Q1
Hold
0
-$245 3649
2024
Q4
Hold
0
3637
2021
Q3
Hold
0
3905
2021
Q2
Sell
-90
Closed -$3K 3644
2021
Q1
$3K Buy
+90
New +$3K ﹤0.01% 2539
2020
Q4
Hold
0
3426
2020
Q3
Hold
0
3302
2020
Q2
Hold
0
3167
2020
Q1
Hold
0
3139
2019
Q4
Hold
0
3185
2019
Q3
Hold
0
3314
2018
Q4
Sell
-204
Closed -$4K 3639
2018
Q3
$4K Buy
204
+38
+23% +$745 ﹤0.01% 3254
2018
Q2
$3K Buy
+166
New +$3K ﹤0.01% 3430
2017
Q4
Sell
-112
Closed -$2K 3883
2017
Q3
$2K Buy
+112
New +$2K ﹤0.01% 3704
2016
Q4
Sell
-80
Closed -$2K 4015
2016
Q3
$2K Buy
+80
New +$2K ﹤0.01% 3563