Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-534
Closed -$51.1K 1222
2024
Q4
$51.1K Hold
534
﹤0.01% 579
2024
Q3
$53.9K Hold
534
﹤0.01% 576
2024
Q2
$48.1K Hold
534
﹤0.01% 599
2024
Q1
$58.1K Hold
534
﹤0.01% 549
2023
Q4
$63.2K Hold
534
﹤0.01% 520
2023
Q3
$56.9K Hold
534
﹤0.01% 526
2023
Q2
$48K Hold
534
﹤0.01% 553
2023
Q1
$41.8K Hold
534
﹤0.01% 561
2022
Q4
$45K Hold
534
﹤0.01% 550
2022
Q3
$43K Hold
534
﹤0.01% 533
2022
Q2
$49K Hold
534
﹤0.01% 517
2022
Q1
$64K Sell
534
-20
-4% -$2.4K ﹤0.01% 498
2021
Q4
$64K Sell
554
-24
-4% -$2.77K ﹤0.01% 524
2021
Q3
$61K Hold
578
﹤0.01% 516
2021
Q2
$67K Buy
578
+554
+2,308% +$64.2K ﹤0.01% 506
2021
Q1
$2K Hold
24
﹤0.01% 935
2020
Q4
$3K Buy
+24
New +$3K ﹤0.01% 850
2020
Q1
Sell
-144
Closed -$12K 895
2019
Q4
$12K Hold
144
﹤0.01% 688
2019
Q3
$13K Hold
144
﹤0.01% 683
2019
Q2
$12K Buy
+144
New +$12K ﹤0.01% 684
2017
Q1
Sell
-43
Closed -$3K 824
2016
Q4
$3K Hold
43
﹤0.01% 777
2016
Q3
$2K Hold
43
﹤0.01% 793
2016
Q2
$2K Hold
43
﹤0.01% 847
2016
Q1
$2K Hold
43
﹤0.01% 884
2015
Q4
$2K Hold
43
﹤0.01% 860
2015
Q3
$3K Hold
43
﹤0.01% 831
2015
Q2
$3K Buy
+43
New +$3K ﹤0.01% 854
2014
Q1
Sell
-3,425
Closed -$162K 734
2013
Q4
$162K Sell
3,425
-150
-4% -$7.1K 0.02% 272
2013
Q3
$185K Sell
3,575
-200
-5% -$10.4K 0.03% 254
2013
Q2
$161K Buy
+3,775
New +$161K 0.03% 258