Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17K Buy
108
+8
+8% +$87 ﹤0.01% 594
2025
Q1
$1K Hold
100
﹤0.01% 652
2024
Q4
$990 Buy
+100
New +$990 ﹤0.01% 600
2024
Q2
Sell
-1,400
Closed -$18.6K 723
2024
Q1
$18.6K Sell
1,400
-250
-15% -$3.32K ﹤0.01% 417
2023
Q4
$20.1K Buy
+1,650
New +$20.1K ﹤0.01% 418
2023
Q2
Sell
-935
Closed -$11.8K 639
2023
Q1
$11.8K Buy
+935
New +$11.8K ﹤0.01% 421
2021
Q1
Sell
-214
Closed -$2K 580
2020
Q4
$2K Hold
214
﹤0.01% 533
2020
Q3
$1K Hold
214
﹤0.01% 555
2020
Q2
$1K Hold
214
﹤0.01% 543
2020
Q1
$1K Hold
214
﹤0.01% 503
2019
Q4
$2K Hold
214
﹤0.01% 520
2019
Q3
$2K Hold
214
﹤0.01% 533
2019
Q2
$2K Buy
+214
New +$2K ﹤0.01% 576
2018
Q3
Sell
-1,300
Closed -$14K 614
2018
Q2
$14K Hold
1,300
﹤0.01% 437
2018
Q1
$15K Sell
1,300
-5,244
-80% -$60.5K ﹤0.01% 407
2017
Q4
$82K Buy
6,544
+1,300
+25% +$16.3K 0.02% 240
2017
Q3
$58K Hold
5,244
0.01% 277
2017
Q2
$59K Hold
5,244
0.02% 267
2017
Q1
$61K Sell
5,244
-37
-0.7% -$430 0.02% 257
2016
Q4
$63K Hold
5,281
0.02% 243
2016
Q3
$64K Buy
+5,281
New +$64K 0.02% 229
2015
Q1
Sell
-250
Closed -$4K 506
2014
Q4
$4K Hold
250
﹤0.01% 367
2014
Q3
$4K Hold
250
﹤0.01% 340
2014
Q2
$4K Hold
250
﹤0.01% 344
2014
Q1
$4K Buy
+250
New +$4K ﹤0.01% 346