Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-275
Closed -$3K 412
2024
Q4
$3K Hold
275
﹤0.01% 296
2024
Q3
$3K Hold
275
﹤0.01% 279
2024
Q2
$3K Hold
275
﹤0.01% 279
2024
Q1
$4K Hold
275
﹤0.01% 270
2023
Q4
$3K Hold
275
﹤0.01% 277
2023
Q3
$3K Hold
275
﹤0.01% 248
2023
Q2
$4K Hold
275
﹤0.01% 245
2023
Q1
$3K Hold
275
﹤0.01% 257
2022
Q4
$3K Hold
275
﹤0.01% 285
2022
Q3
$3K Hold
275
﹤0.01% 279
2022
Q2
$3K Sell
275
-2
-0.7% -$22 ﹤0.01% 279
2022
Q1
$5K Buy
277
+275
+13,750% +$4.96K ﹤0.01% 322
2021
Q4
$0 Hold
2
﹤0.01% 349
2021
Q3
$0 Hold
2
﹤0.01% 327
2021
Q2
$0 Hold
2
﹤0.01% 331
2021
Q1
$0 Hold
2
﹤0.01% 326
2020
Q4
$0 Hold
2
﹤0.01% 314
2020
Q3
$0 Hold
2
﹤0.01% 325
2020
Q2
$0 Hold
2
﹤0.01% 328
2020
Q1
$0 Hold
2
﹤0.01% 331
2019
Q4
$0 Sell
2
-752
-100% ﹤0.01% 340
2019
Q3
$7K Buy
754
+12
+2% +$111 ﹤0.01% 271
2019
Q2
$8K Buy
742
+12
+2% +$129 ﹤0.01% 267
2019
Q1
$6K Buy
730
+12
+2% +$99 ﹤0.01% 253
2018
Q4
$5K Sell
718
-128
-15% -$891 ﹤0.01% 244
2018
Q3
$8K Hold
846
﹤0.01% 235
2018
Q2
$9K Buy
846
+9
+1% +$96 ﹤0.01% 237
2018
Q1
$9K Buy
837
+9
+1% +$97 ﹤0.01% 244
2017
Q4
$10K Buy
828
+8
+1% +$97 ﹤0.01% 226
2017
Q3
$10K Buy
820
+9
+1% +$110 ﹤0.01% 187
2017
Q2
$9K Buy
811
+11
+1% +$122 ﹤0.01% 196
2017
Q1
$9K Buy
800
+157
+24% +$1.77K ﹤0.01% 207
2016
Q4
$8K Buy
643
+8
+1% +$100 ﹤0.01% 224
2016
Q3
$8K Buy
635
+7
+1% +$88 ﹤0.01% 226
2016
Q2
$8K Buy
628
+7
+1% +$89 ﹤0.01% 194
2016
Q1
$8K Buy
621
+92
+17% +$1.19K ﹤0.01% 166
2015
Q4
$7K Buy
529
+6
+1% +$79 ﹤0.01% 158
2015
Q3
$7K Buy
523
+5
+1% +$67 ﹤0.01% 146
2015
Q2
$8K Buy
518
+5
+1% +$77 ﹤0.01% 160
2015
Q1
$8K Buy
+513
New +$8K ﹤0.01% 162