Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$92 4279
2025
Q1
Hold
0
-$175 3874
2024
Q4
Hold
0
3808
2021
Q3
Hold
0
4177
2021
Q2
Hold
0
3942
2021
Q1
Hold
0
3850
2020
Q4
Hold
0
3694
2020
Q3
Hold
0
3563
2020
Q2
Sell
-1,294
Closed -$21K 3399
2020
Q1
$21K Hold
1,294
﹤0.01% 1459
2019
Q4
$24K Hold
1,294
﹤0.01% 1544
2019
Q3
$22K Buy
+1,294
New +$22K ﹤0.01% 1723
2019
Q1
Sell
-1,294
Closed -$18K 3061
2018
Q4
$18K Sell
1,294
-470
-27% -$6.54K ﹤0.01% 2165
2018
Q3
$34K Hold
1,764
﹤0.01% 2115
2018
Q2
$37K Hold
1,764
﹤0.01% 2074
2018
Q1
$37K Hold
1,764
﹤0.01% 1993
2017
Q4
$37K Hold
1,764
﹤0.01% 1987
2017
Q3
$43K Hold
1,764
﹤0.01% 2062
2017
Q2
$37K Hold
1,764
﹤0.01% 2154
2017
Q1
$33K Hold
1,764
﹤0.01% 2162
2016
Q4
$34K Buy
1,764
+470
+36% +$9.06K ﹤0.01% 2092
2016
Q3
$24K Hold
1,294
﹤0.01% 2285
2016
Q2
$22K Buy
+1,294
New +$22K ﹤0.01% 2282
2016
Q1
Sell
-1,294
Closed -$24K 3081
2015
Q4
$24K Buy
+1,294
New +$24K ﹤0.01% 2047