Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$7.25K Hold
1
﹤0.01% 893
2024
Q4
$8.18K Hold
1
﹤0.01% 890
2024
Q3
$9.81K Hold
1
﹤0.01% 863
2024
Q2
$7.59K Hold
1
﹤0.01% 919
2024
Q1
$8.1K Hold
1
﹤0.01% 882
2023
Q4
$7K Hold
1
﹤0.01% 875
2023
Q3
$5.96K Hold
1
﹤0.01% 901
2023
Q2
$6.35K Hold
1
﹤0.01% 916
2023
Q1
$5.57K Hold
1
﹤0.01% 919
2022
Q4
$4.61K Hold
1
﹤0.01% 935
2022
Q3
$4K Hold
1
﹤0.01% 958
2022
Q2
$4K Hold
1
﹤0.01% 985
2022
Q1
$4K Hold
1
﹤0.01% 994
2021
Q4
$6K Hold
1
﹤0.01% 993
2021
Q3
$5K Hold
1
﹤0.01% 973
2021
Q2
$5K Hold
1
﹤0.01% 983
2021
Q1
$5K Buy
+1
New +$5K ﹤0.01% 875
2018
Q3
Sell
-8
Closed -$24K 797
2018
Q2
$24K Hold
8
﹤0.01% 558
2018
Q1
$22K Hold
8
﹤0.01% 588
2017
Q4
$28K Sell
8
-7
-47% -$24.5K ﹤0.01% 540
2017
Q3
$43K Hold
15
﹤0.01% 466
2017
Q2
$36K Hold
15
﹤0.01% 497
2017
Q1
$32K Sell
15
-25
-63% -$53.3K ﹤0.01% 520
2016
Q4
$66K Sell
40
-17
-30% -$28.1K 0.01% 405
2016
Q3
$93K Buy
+57
New +$93K 0.01% 360