Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$10.3K Hold
180
﹤0.01% 830
2024
Q4
$8.9K Hold
180
﹤0.01% 877
2024
Q3
$8.13K Hold
180
﹤0.01% 897
2024
Q2
$7.83K Buy
+180
New +$7.83K ﹤0.01% 912
2021
Q4
Sell
-500
Closed -$13K 1229
2021
Q3
$13K Sell
500
-77
-13% -$2K ﹤0.01% 828
2021
Q2
$17K Buy
577
+430
+293% +$12.7K ﹤0.01% 812
2021
Q1
$4K Hold
147
﹤0.01% 898
2020
Q4
$4K Buy
+147
New +$4K ﹤0.01% 842
2019
Q1
Sell
-517
Closed -$20K 789
2018
Q4
$20K Sell
517
-6
-1% -$232 ﹤0.01% 567
2018
Q3
$22K Sell
523
-1,755
-77% -$73.8K ﹤0.01% 582
2018
Q2
$101K Sell
2,278
-1,393
-38% -$61.8K 0.01% 382
2018
Q1
$163K Buy
3,671
+2,864
+355% +$127K 0.01% 325
2017
Q4
$38K Buy
807
+221
+38% +$10.4K ﹤0.01% 486
2017
Q3
$26K Buy
+586
New +$26K ﹤0.01% 534
2015
Q1
Sell
-157
Closed -$6K 908
2014
Q4
$6K Hold
157
﹤0.01% 683
2014
Q3
$7K Sell
157
-191
-55% -$8.52K ﹤0.01% 659
2014
Q2
$15K Sell
348
-72
-17% -$3.1K ﹤0.01% 569
2014
Q1
$18K Buy
420
+229
+120% +$9.81K ﹤0.01% 502
2013
Q4
$9K Hold
191
﹤0.01% 570
2013
Q3
$9K Hold
191
﹤0.01% 552
2013
Q2
$9K Buy
+191
New +$9K ﹤0.01% 538