Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13
Closed -$1.67K 3056
2025
Q1
$1.67K Hold
13
﹤0.01% 3198
2024
Q4
$2.03K Buy
13
+1
+8% +$156 ﹤0.01% 3101
2024
Q3
$1.64K Hold
12
﹤0.01% 2971
2024
Q2
$1.24K Buy
+12
New +$1.24K ﹤0.01% 2945
2021
Q3
Hold
0
4247
2021
Q2
Hold
0
4020
2021
Q1
Hold
0
3920
2020
Q4
Hold
0
3757
2020
Q3
Hold
0
3630
2020
Q2
Hold
0
3462
2020
Q1
Sell
-12
Closed -$1K 3400
2019
Q4
$1K Hold
12
﹤0.01% 2693
2019
Q3
$1K Buy
+12
New +$1K ﹤0.01% 2898
2019
Q1
Sell
-19
Closed -$1K 3123
2018
Q4
$1K Sell
19
-61
-76% -$3.21K ﹤0.01% 3310
2018
Q3
$5K Hold
80
﹤0.01% 3183
2018
Q2
$5K Hold
80
﹤0.01% 3227
2018
Q1
$5K Hold
80
﹤0.01% 3187
2017
Q4
$5K Hold
80
﹤0.01% 3184
2017
Q3
$4K Hold
80
﹤0.01% 3489
2017
Q2
$4K Hold
80
﹤0.01% 3491
2017
Q1
$5K Sell
80
-2
-2% -$125 ﹤0.01% 3278
2016
Q4
$4K Hold
82
﹤0.01% 3390
2016
Q3
$4K Buy
82
+80
+4,000% +$3.9K ﹤0.01% 3333
2016
Q2
$0 Buy
+2
New ﹤0.01% 4097
2016
Q1
Sell
-24
Closed -$1K 3152
2015
Q4
$1K Buy
+24
New +$1K ﹤0.01% 3527