Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.97K Hold
55
﹤0.01% 1042
2024
Q4
$2.71K Hold
55
﹤0.01% 1033
2024
Q3
$2.63K Sell
55
-13
-19% -$620 ﹤0.01% 1014
2024
Q2
$2.96K Hold
68
﹤0.01% 1055
2024
Q1
$2.88K Buy
68
+13
+24% +$550 ﹤0.01% 1015
2023
Q4
$2.16K Hold
55
﹤0.01% 1013
2023
Q3
$2.02K Hold
55
﹤0.01% 1028
2023
Q2
$1.63K Hold
55
﹤0.01% 1086
2023
Q1
$1.7K Hold
55
﹤0.01% 1037
2022
Q4
$1.91K Hold
55
﹤0.01% 1024
2022
Q3
$1K Sell
55
-324
-85% -$5.89K ﹤0.01% 1082
2022
Q2
$9K Hold
379
﹤0.01% 851
2022
Q1
$11K Hold
379
﹤0.01% 835
2021
Q4
$9K Hold
379
﹤0.01% 918
2021
Q3
$6K Sell
379
-1,270
-77% -$20.1K ﹤0.01% 947
2021
Q2
$29K Hold
1,649
﹤0.01% 695
2021
Q1
$38K Buy
1,649
+324
+24% +$7.47K ﹤0.01% 564
2020
Q4
$21K Buy
1,325
+55
+4% +$872 ﹤0.01% 626
2020
Q3
$11K Sell
1,270
-55
-4% -$476 ﹤0.01% 668
2020
Q2
$16K Buy
+1,325
New +$16K ﹤0.01% 629
2018
Q2
Sell
-89
Closed -$5K 780
2018
Q1
$5K Sell
89
-375
-81% -$21.1K ﹤0.01% 750
2017
Q4
$24K Buy
464
+89
+24% +$4.6K ﹤0.01% 569
2017
Q3
$16K Hold
375
﹤0.01% 602
2017
Q2
$17K Hold
375
﹤0.01% 601
2017
Q1
$20K Hold
375
﹤0.01% 591
2016
Q4
$20K Hold
375
﹤0.01% 569
2016
Q3
$19K Buy
+375
New +$19K ﹤0.01% 557
2015
Q4
Sell
-447
Closed -$19K 938
2015
Q3
$19K Sell
447
-9,950
-96% -$423K ﹤0.01% 569
2015
Q2
$551K Sell
10,397
-3,407
-25% -$181K 0.06% 211
2015
Q1
$789K Sell
13,804
-1,922
-12% -$110K 0.09% 182
2014
Q4
$953K Sell
15,726
-1,549
-9% -$93.9K 0.11% 171
2014
Q3
$1.15M Sell
17,275
-1,150
-6% -$76.8K 0.14% 158
2014
Q2
$1.42M Sell
18,425
-4,056
-18% -$312K 0.18% 134
2014
Q1
$1.75M Sell
22,481
-4,050
-15% -$315K 0.27% 113
2013
Q4
$2.13M Sell
26,531
-2,975
-10% -$239K 0.3% 100
2013
Q3
$2.09M Sell
29,506
-1,810
-6% -$128K 0.31% 94
2013
Q2
$1.86M Buy
+31,316
New +$1.86M 0.29% 100