Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.6K Hold
4,782
0.02% 360
2025
Q1
$61.8K Hold
4,782
0.02% 382
2024
Q4
$47.1K Hold
4,782
0.01% 398
2024
Q3
$54.9K Hold
4,782
0.01% 394
2024
Q2
$47.8K Hold
4,782
0.01% 397
2024
Q1
$56.3K Hold
4,782
0.01% 409
2023
Q4
$54.7K Hold
4,782
0.01% 414
2023
Q3
$54.9K Hold
4,782
0.02% 405
2023
Q2
$55.7K Sell
4,782
-3,900
-45% -$45.4K 0.01% 386
2023
Q1
$104K Sell
8,682
-250
-3% -$2.98K 0.03% 338
2022
Q4
$88.2K Hold
8,932
0.02% 371
2022
Q3
$80.3K Hold
8,932
0.03% 347
2022
Q2
$105K Hold
8,932
0.03% 326
2022
Q1
$106K Hold
8,932
0.03% 328
2021
Q4
$94.2K Buy
+8,932
New +$94.2K 0.02% 346
2015
Q4
Sell
-2,100
Closed -$31.8K 865
2015
Q3
$31.8K Hold
2,100
﹤0.01% 726
2015
Q2
$32.3K Buy
2,100
+300
+17% +$4.61K ﹤0.01% 732
2015
Q1
$28.8K Sell
1,800
-400
-18% -$6.4K ﹤0.01% 739
2014
Q4
$37.2K Hold
2,200
﹤0.01% 720
2014
Q3
$32.4K Sell
2,200
-3,300
-60% -$48.6K ﹤0.01% 755
2014
Q2
$86.9K Hold
5,500
0.01% 630
2014
Q1
$80.8K Buy
5,500
+600
+12% +$8.81K 0.01% 616
2013
Q4
$60.5K Hold
4,900
0.01% 659
2013
Q3
$61.3K Sell
4,900
-2,700
-36% -$33.8K 0.01% 656
2013
Q2
$71.8K Buy
+7,600
New +$71.8K 0.01% 609