Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.6K Hold
223
﹤0.01% 588
2025
Q1
$59.4K Hold
223
﹤0.01% 585
2024
Q4
$56.1K Hold
223
﹤0.01% 600
2024
Q3
$49.1K Hold
223
﹤0.01% 601
2024
Q2
$38.4K Hold
223
﹤0.01% 636
2024
Q1
$42.3K Hold
223
﹤0.01% 634
2023
Q4
$39.9K Hold
223
﹤0.01% 625
2023
Q3
$35.9K Hold
223
﹤0.01% 649
2023
Q2
$32.6K Hold
223
﹤0.01% 675
2023
Q1
$32.5K Hold
223
﹤0.01% 685
2022
Q4
$32K Hold
223
﹤0.01% 671
2022
Q3
$32K Hold
223
﹤0.01% 614
2022
Q2
$34K Hold
223
﹤0.01% 627
2022
Q1
$47K Hold
223
﹤0.01% 593
2021
Q4
$55K Hold
223
﹤0.01% 587
2021
Q3
$44K Hold
223
﹤0.01% 610
2021
Q2
$42K Hold
223
﹤0.01% 608
2021
Q1
$47K Buy
+223
New +$47K ﹤0.01% 559
2020
Q2
Sell
-205
Closed -$22K 998
2020
Q1
$22K Hold
205
﹤0.01% 615
2019
Q4
$29K Hold
205
﹤0.01% 655
2019
Q3
$29K Buy
+205
New +$29K ﹤0.01% 648
2019
Q2
Sell
-630
Closed -$99K 576
2019
Q1
$99K Buy
630
+30
+5% +$4.71K 0.01% 444
2018
Q4
$97K Hold
600
0.01% 409
2018
Q3
$120K Hold
600
0.01% 417
2018
Q2
$103K Hold
600
0.01% 442
2018
Q1
$87K Buy
600
+152
+34% +$22K 0.01% 466
2017
Q4
$59K Sell
448
-100
-18% -$13.2K 0.01% 509
2017
Q3
$66K Buy
548
+53
+11% +$6.38K 0.01% 498
2017
Q2
$63K Buy
495
+20
+4% +$2.55K 0.01% 499
2017
Q1
$68K Hold
475
0.01% 471
2016
Q4
$69K Buy
475
+125
+36% +$18.2K 0.01% 448
2016
Q3
$44K Hold
350
0.01% 432
2016
Q2
$40K Hold
350
0.01% 438
2016
Q1
$37K Buy
350
+250
+250% +$26.4K 0.01% 428
2015
Q4
$10K Sell
100
-260
-72% -$26K ﹤0.01% 584
2015
Q3
$42K Buy
360
+260
+260% +$30.3K 0.01% 417
2015
Q2
$12K Hold
100
﹤0.01% 568
2015
Q1
$11K Hold
100
﹤0.01% 583
2014
Q4
$13K Buy
+100
New +$13K ﹤0.01% 539