Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.03K Hold
47
﹤0.01% 2130
2025
Q1
$4.33K Hold
47
﹤0.01% 2085
2024
Q4
$3.96K Hold
47
﹤0.01% 2060
2024
Q3
$4.95K Hold
47
﹤0.01% 1953
2024
Q2
$4.07K Hold
47
﹤0.01% 1997
2024
Q1
$4.95K Hold
47
﹤0.01% 1920
2023
Q4
$5.6K Hold
47
﹤0.01% 1876
2023
Q3
$6.31K Hold
47
﹤0.01% 1787
2023
Q2
$6.44K Hold
47
﹤0.01% 1788
2023
Q1
$7.09K Hold
47
﹤0.01% 1715
2022
Q4
$5K Hold
47
﹤0.01% 1776
2022
Q3
$6K Hold
47
﹤0.01% 1606
2022
Q2
$7K Buy
+47
New +$7K ﹤0.01% 1615
2020
Q4
Sell
-1,678
Closed -$212K 366
2020
Q3
$212K Buy
1,678
+48
+3% +$6.06K 0.04% 345
2020
Q2
$200K Sell
1,630
-470
-22% -$57.7K 0.04% 343
2020
Q1
$211K Buy
+2,100
New +$211K 0.05% 315
2017
Q4
Sell
-894
Closed -$221K 359
2017
Q3
$221K Sell
894
-310
-26% -$76.6K 0.05% 347
2017
Q2
$215K Buy
+1,204
New +$215K 0.05% 341
2014
Q3
Sell
-35
Closed -$7K 1936
2014
Q2
$7K Sell
35
-10
-22% -$2K ﹤0.01% 1172
2014
Q1
$7K Hold
45
﹤0.01% 1077
2013
Q4
$8K Sell
45
-283
-86% -$50.3K ﹤0.01% 1025
2013
Q3
$51K Hold
328
0.02% 426
2013
Q2
$31K Buy
+328
New +$31K 0.01% 501