Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$136 4842
2025
Q1
Hold
0
-$150 3777
2024
Q4
Hold
0
3870
2023
Q3
Sell
-600
Closed -$1.92K 3536
2023
Q2
$1.92K Buy
+600
New +$1.92K ﹤0.01% 2895
2021
Q3
Hold
0
4462
2021
Q2
Hold
0
4249
2021
Q1
Hold
0
4132
2020
Q4
Hold
0
3949
2020
Q3
Hold
0
3807
2020
Q2
Sell
-42
Closed 3632
2020
Q1
$0 Hold
42
﹤0.01% 3561
2019
Q4
$0 Hold
42
﹤0.01% 3535
2019
Q3
$0 Buy
+42
New ﹤0.01% 3584
2019
Q1
$1K Sell
142
-42
-23% -$296 ﹤0.01% 2260
2018
Q4
$1K Hold
184
﹤0.01% 3328
2018
Q3
$2K Hold
184
﹤0.01% 3535
2018
Q2
$2K Sell
184
-22
-11% -$239 ﹤0.01% 3582
2018
Q1
$3K Hold
206
﹤0.01% 3408
2017
Q4
$3K Sell
206
-6
-3% -$87 ﹤0.01% 3407
2017
Q3
$2K Sell
212
-152
-42% -$1.43K ﹤0.01% 3753
2017
Q2
$2K Buy
364
+39
+12% +$214 ﹤0.01% 3735
2017
Q1
$3K Buy
325
+182
+127% +$1.68K ﹤0.01% 3526
2016
Q4
$1K Buy
+143
New +$1K ﹤0.01% 3810
2016
Q2
Sell
-2
Closed -$1K 4168
2016
Q1
$1K Buy
+2
New +$1K ﹤0.01% 2260