Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.1K Sell
595
-50
-8% -$6.48K 0.01% 321
2025
Q1
$77.6K Hold
645
0.01% 323
2024
Q4
$75.3K Sell
645
-61
-9% -$7.12K 0.01% 325
2024
Q3
$106K Buy
706
+26
+4% +$3.91K 0.01% 269
2024
Q2
$107K Hold
680
0.01% 260
2024
Q1
$135K Hold
680
0.01% 229
2023
Q4
$118K Hold
680
0.01% 230
2023
Q3
$106K Hold
680
0.01% 224
2023
Q2
$112K Hold
680
0.01% 230
2023
Q1
$105K Hold
680
0.01% 226
2022
Q4
$89.6K Buy
680
+50
+8% +$6.59K 0.01% 232
2022
Q3
$67K Hold
630
0.01% 267
2022
Q2
$66K Hold
630
0.01% 270
2022
Q1
$94K Hold
630
0.01% 249
2021
Q4
$72K Hold
630
0.01% 295
2021
Q3
$62K Hold
630
0.01% 293
2021
Q2
$60K Hold
630
0.01% 295
2021
Q1
$51K Hold
630
0.01% 304
2020
Q4
$34K Hold
630
﹤0.01% 321
2020
Q3
$28K Hold
630
﹤0.01% 343
2020
Q2
$26K Hold
630
﹤0.01% 333
2020
Q1
$23K Sell
630
-200
-24% -$7.3K 0.01% 314
2019
Q4
$45K Hold
830
0.01% 300
2019
Q3
$42K Hold
830
0.01% 309
2019
Q2
$46K Hold
830
0.01% 325
2019
Q1
$49K Hold
830
0.01% 308
2018
Q4
$43K Buy
+830
New +$43K 0.01% 304
2017
Q4
Sell
-700
Closed -$39K 656
2017
Q3
$39K Hold
700
0.01% 322
2017
Q2
$41K Hold
700
0.01% 311
2017
Q1
$42K Hold
700
0.01% 292
2016
Q4
$44K Hold
700
0.01% 277
2016
Q3
$35K Sell
700
-725
-51% -$36.3K 0.01% 299
2016
Q2
$69K Buy
1,425
+575
+68% +$27.8K 0.03% 218
2016
Q1
$40K Hold
850
0.02% 231
2015
Q4
$34K Hold
850
0.01% 224
2015
Q3
$32K Hold
850
0.02% 186
2015
Q2
$38K Sell
850
-8,000
-90% -$358K 0.02% 180
2015
Q1
$432K Hold
8,850
0.2% 56
2014
Q4
$434K Buy
8,850
+8,000
+941% +$392K 0.22% 52
2014
Q3
$46K Hold
850
0.03% 145
2014
Q2
$42K Hold
850
0.03% 150
2014
Q1
$43K Hold
850
0.03% 142
2013
Q4
$45K Buy
+850
New +$45K 0.03% 129