Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.71K Buy
186
+35
+23% +$323 ﹤0.01% 3966
2025
Q1
$1.08K Hold
151
﹤0.01% 3316
2024
Q4
$1.39K Buy
151
+1
+0.7% +$9 ﹤0.01% 3212
2024
Q3
$1.46K Sell
150
-150
-50% -$1.46K ﹤0.01% 3005
2024
Q2
$2.44K Buy
300
+150
+100% +$1.22K ﹤0.01% 2769
2024
Q1
$1.21K Hold
150
﹤0.01% 2819
2023
Q4
$824 Hold
150
﹤0.01% 2833
2023
Q3
$783 Hold
150
﹤0.01% 3044
2023
Q2
$1.73K Hold
150
﹤0.01% 2928
2023
Q1
$27.8K Hold
150
﹤0.01% 1866
2022
Q4
$28K Hold
150
﹤0.01% 2646
2022
Q3
$28K Hold
150
﹤0.01% 2817
2022
Q2
$28K Hold
150
﹤0.01% 2578
2022
Q1
$28K Buy
+150
New +$28K ﹤0.01% 2578
2021
Q3
Hold
0
3950
2021
Q2
Hold
0
3688
2021
Q1
Hold
0
3594
2020
Q4
Hold
0
3467
2020
Q3
Hold
0
3341
2020
Q2
Hold
0
3200
2020
Q1
Sell
-30
Closed -$2K 3169
2019
Q4
$2K Hold
30
﹤0.01% 2506
2019
Q3
$1K Buy
+30
New +$1K ﹤0.01% 2858
2019
Q1
$8K Hold
80
﹤0.01% 1710
2018
Q4
$10K Sell
80
-2,034
-96% -$254K ﹤0.01% 2467
2018
Q3
$516K Buy
2,114
+1
+0% +$244 0.02% 646
2018
Q2
$394K Hold
2,113
0.02% 754
2018
Q1
$252K Hold
2,113
0.01% 893
2017
Q4
$252K Hold
2,113
0.01% 891
2017
Q3
$201K Hold
2,113
0.01% 1135
2017
Q2
$202K Hold
2,113
0.01% 1115
2017
Q1
$164K Hold
2,113
0.01% 1213
2016
Q4
$142K Buy
2,113
+33
+2% +$2.22K 0.01% 1225
2016
Q3
$125K Sell
2,080
-6
-0.3% -$361 0.01% 1242
2016
Q2
$105K Buy
2,086
+2,006
+2,508% +$101K 0.01% 1307
2016
Q1
$8K Sell
80
-2,000
-96% -$200K ﹤0.01% 1710
2015
Q4
$83K Buy
+2,080
New +$83K 0.01% 1279