Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$343 3386
2025
Q1
Hold
0
-$333 3541
2024
Q4
Hold
0
3535
2023
Q1
Sell
-200
Closed -$4K 3898
2022
Q4
$4K Hold
200
﹤0.01% 3900
2022
Q3
$4K Hold
200
﹤0.01% 4133
2022
Q2
$4K Hold
200
﹤0.01% 3894
2022
Q1
$4K Buy
+200
New +$4K ﹤0.01% 3894
2021
Q3
Hold
0
3940
2021
Q2
Hold
0
3677
2021
Q1
Hold
0
3585
2020
Q4
Hold
0
3457
2020
Q3
Hold
0
3331
2020
Q2
Hold
0
3192
2018
Q2
Sell
-287
Closed -$7K 3910
2018
Q1
$7K Hold
287
﹤0.01% 2997
2017
Q4
$7K Sell
287
-150
-34% -$3.66K ﹤0.01% 2994
2017
Q3
$10K Sell
437
-1,150
-72% -$26.3K ﹤0.01% 2977
2017
Q2
$35K Sell
1,587
-6
-0.4% -$132 ﹤0.01% 2189
2017
Q1
$54K Sell
1,593
-36
-2% -$1.22K ﹤0.01% 1868
2016
Q4
$51K Sell
1,629
-150
-8% -$4.7K ﹤0.01% 1864
2016
Q3
$52K Sell
1,779
-435
-20% -$12.7K ﹤0.01% 1775
2016
Q2
$65K Buy
+2,214
New +$65K ﹤0.01% 1595
2016
Q1
Sell
-1,549
Closed -$55K 2873
2015
Q4
$55K Buy
+1,549
New +$55K ﹤0.01% 1544