Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$644 Buy
78
+47
+152% +$388 ﹤0.01% 4359
2025
Q1
$204 Hold
31
﹤0.01% 3663
2024
Q4
$215 Buy
+31
New +$215 ﹤0.01% 3703
2023
Q1
Sell
-291
Closed -$2K 4346
2022
Q4
$2K Buy
+291
New +$2K ﹤0.01% 4224
2021
Q3
Hold
0
4499
2021
Q2
Hold
0
4289
2021
Q1
Hold
0
4170
2020
Q4
Hold
0
3982
2020
Q3
Hold
0
3837
2020
Q2
Hold
0
3661
2020
Q1
Hold
0
3587
2019
Q4
Sell
-1,397
Closed -$6K 3557
2019
Q3
$6K Buy
+1,397
New +$6K ﹤0.01% 2286
2019
Q1
$5K Hold
1,397
﹤0.01% 1880
2018
Q4
$5K Buy
1,397
+449
+47% +$1.61K ﹤0.01% 2825
2018
Q3
$6K Hold
948
﹤0.01% 3111
2018
Q2
$7K Sell
948
-586
-38% -$4.33K ﹤0.01% 3067
2018
Q1
$14K Hold
1,534
﹤0.01% 2605
2017
Q4
$14K Hold
1,534
﹤0.01% 2602
2017
Q3
$14K Sell
1,534
-5,028
-77% -$45.9K ﹤0.01% 2810
2017
Q2
$44K Buy
6,562
+5,542
+543% +$37.2K ﹤0.01% 2041
2017
Q1
$9K Buy
+1,020
New +$9K ﹤0.01% 2966
2016
Q2
Sell
-1,397
Closed -$5K 4174
2016
Q1
$5K Buy
+1,397
New +$5K ﹤0.01% 1880