Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10
Closed -$337 306
2025
Q1
$337 Buy
+10
New +$337 ﹤0.01% 379
2021
Q4
Sell
-126
Closed -$3K 231
2021
Q3
$3K Hold
126
﹤0.01% 236
2021
Q2
$3K Sell
126
-328
-72% -$7.81K ﹤0.01% 248
2021
Q1
$11K Hold
454
﹤0.01% 199
2020
Q4
$9K Sell
454
-126
-22% -$2.5K ﹤0.01% 210
2020
Q3
$10K Hold
580
﹤0.01% 202
2020
Q2
$14K Hold
580
0.01% 203
2020
Q1
$14K Hold
580
0.01% 220
2019
Q4
$22K Sell
580
-50
-8% -$1.9K 0.01% 220
2019
Q3
$24K Sell
630
-11
-2% -$419 0.01% 213
2019
Q2
$26K Hold
641
0.01% 203
2019
Q1
$28K Buy
641
+251
+64% +$11K 0.01% 200
2018
Q4
$14K Sell
390
-6
-2% -$215 0.01% 236
2018
Q3
$17K Sell
396
-6
-1% -$258 0.01% 233
2018
Q2
$17K Sell
402
-5
-1% -$211 0.01% 236
2018
Q1
$15K Sell
407
-6
-1% -$221 0.01% 243
2017
Q4
$16K Sell
413
-6
-1% -$232 0.01% 235
2017
Q3
$15K Sell
419
-7
-2% -$251 0.01% 240
2017
Q2
$13K Sell
426
-7
-2% -$214 0.01% 247
2017
Q1
$13K Sell
433
-8
-2% -$240 0.01% 233
2016
Q4
$14K Sell
441
-8
-2% -$254 0.01% 235
2016
Q3
$13K Hold
449
0.01% 200
2016
Q2
$13K Hold
449
0.01% 200
2016
Q1
$11K Buy
449
+390
+661% +$9.56K 0.01% 206
2015
Q4
$2K Hold
59
﹤0.01% 232
2015
Q3
$2K Hold
59
﹤0.01% 233
2015
Q2
$2K Sell
59
-1
-2% -$34 ﹤0.01% 241
2015
Q1
$2K Hold
60
﹤0.01% 233
2014
Q4
$2K Buy
+60
New +$2K ﹤0.01% 224