Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.12K Hold
44
﹤0.01% 805
2025
Q1
$2.14K Hold
44
﹤0.01% 810
2024
Q4
$2.15K Hold
44
﹤0.01% 841
2024
Q3
$2.8K Hold
44
﹤0.01% 816
2024
Q2
$2.51K Buy
+44
New +$2.51K ﹤0.01% 826
2022
Q2
Sell
-1,402
Closed -$97K 769
2022
Q1
$97K Buy
+1,402
New +$97K 0.01% 266
2021
Q4
Sell
-281
Closed -$13K 112
2021
Q3
$13K Buy
+281
New +$13K ﹤0.01% 460
2018
Q4
Sell
-555
Closed -$25K 479
2018
Q3
$25K Buy
555
+14
+3% +$631 ﹤0.01% 276
2018
Q2
$24K Hold
541
﹤0.01% 267
2018
Q1
$21K Sell
541
-169
-24% -$6.56K ﹤0.01% 282
2017
Q4
$29K Hold
710
0.01% 272
2017
Q3
$26K Buy
710
+16
+2% +$586 0.01% 281
2017
Q2
$22K Hold
694
﹤0.01% 298
2017
Q1
$22K Sell
694
-289
-29% -$9.16K ﹤0.01% 301
2016
Q4
$31K Sell
983
-1
-0.1% -$32 0.01% 239
2016
Q3
$30K Buy
984
+9
+0.9% +$274 0.01% 250
2016
Q2
$25K Sell
975
-316
-24% -$8.1K 0.01% 280
2016
Q1
$30K Hold
1,291
0.01% 232
2015
Q4
$30K Hold
1,291
0.01% 221
2015
Q3
$36K Sell
1,291
-556
-30% -$15.5K 0.01% 206
2015
Q2
$67K Sell
1,847
-91
-5% -$3.3K 0.02% 162
2015
Q1
$76K Hold
1,938
0.02% 151
2014
Q4
$78K Sell
1,938
-423
-18% -$17K 0.02% 147
2014
Q3
$135K Buy
2,361
+206
+10% +$11.8K 0.04% 115
2014
Q2
$123K Buy
2,155
+1,273
+144% +$72.7K 0.04% 119
2014
Q1
$51K Buy
882
+15
+2% +$867 0.02% 183
2013
Q4
$50K Hold
867
0.02% 169
2013
Q3
$50K Buy
867
+627
+261% +$36.2K 0.03% 170
2013
Q2
$14K Buy
+240
New +$14K 0.01% 225