Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Hold
685
﹤0.01% 221
2025
Q1
$27K Hold
685
﹤0.01% 206
2024
Q4
$23K Hold
685
﹤0.01% 208
2024
Q3
$28K Sell
685
-2,160
-76% -$88.3K ﹤0.01% 193
2024
Q2
$110K Hold
2,845
0.02% 129
2024
Q1
$122K Buy
2,845
+2,160
+315% +$92.6K 0.02% 127
2023
Q4
$25K Hold
685
﹤0.01% 188
2023
Q3
$25K Hold
685
0.01% 172
2023
Q2
$24K Hold
685
﹤0.01% 178
2023
Q1
$24K Hold
685
﹤0.01% 190
2022
Q4
$24K Hold
685
0.01% 196
2022
Q3
$20K Buy
+685
New +$20K ﹤0.01% 200
2022
Q2
Sell
-686
Closed -$37K 346
2022
Q1
$37K Hold
686
0.01% 180
2021
Q4
$38K Hold
686
0.01% 171
2021
Q3
$33K Hold
686
0.01% 166
2021
Q2
$34K Hold
686
0.01% 178
2021
Q1
$31K Hold
686
0.01% 175
2020
Q4
$32K Hold
686
0.01% 159
2020
Q3
$32K Hold
686
0.01% 153
2020
Q2
$35K Hold
686
0.01% 159
2020
Q1
$32K Hold
686
0.01% 159
2019
Q4
$40K Hold
686
0.01% 161
2019
Q3
$37K Sell
686
-647
-49% -$34.9K 0.01% 158
2019
Q2
$67K Hold
1,333
0.02% 134
2019
Q1
$70K Hold
1,333
0.02% 106
2018
Q4
$64K Hold
1,333
0.02% 105
2018
Q3
$67K Hold
1,333
0.02% 97
2018
Q2
$67K Hold
1,333
0.03% 99
2018
Q1
$65K Hold
1,333
0.03% 111
2017
Q4
$59K Hold
1,333
0.02% 109
2017
Q3
$68K Hold
1,333
0.03% 89
2017
Q2
$72K Sell
1,333
-510
-28% -$27.5K 0.03% 86
2017
Q1
$97K Hold
1,843
0.05% 73
2016
Q4
$89K Hold
1,843
0.05% 77
2016
Q3
$99K Hold
1,843
0.05% 74
2016
Q2
$100K Sell
1,843
-457
-20% -$24.8K 0.06% 78
2016
Q1
$117K Buy
2,300
+510
+28% +$25.9K 0.07% 59
2015
Q4
$90K Hold
1,790
0.05% 64
2015
Q3
$86K Hold
1,790
0.05% 69
2015
Q2
$93K Hold
1,790
0.05% 72
2015
Q1
$103K Buy
+1,790
New +$103K 0.06% 68