Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$97.1K Hold
2,150
﹤0.01% 448
2024
Q4
$93.3K Hold
2,150
﹤0.01% 465
2024
Q3
$97.5K Hold
2,150
﹤0.01% 462
2024
Q2
$88.5K Hold
2,150
﹤0.01% 471
2024
Q1
$80.4K Hold
2,150
﹤0.01% 499
2023
Q4
$82.3K Hold
2,150
﹤0.01% 478
2023
Q3
$76.7K Hold
2,150
﹤0.01% 471
2023
Q2
$92.4K Hold
2,150
﹤0.01% 447
2023
Q1
$88.3K Hold
2,150
0.01% 442
2022
Q4
$83.3K Hold
2,150
0.01% 450
2022
Q3
$89K Hold
2,150
0.01% 428
2022
Q2
$99K Hold
2,150
0.01% 413
2022
Q1
$123K Hold
2,150
0.01% 396
2021
Q4
$129K Hold
2,150
0.01% 400
2021
Q3
$114K Hold
2,150
0.01% 400
2021
Q2
$106K Hold
2,150
0.01% 420
2021
Q1
$94K Sell
2,150
-600
-22% -$26.2K 0.01% 413
2020
Q4
$106K Sell
2,750
-2,500
-48% -$96.4K 0.01% 381
2020
Q3
$171K Hold
5,250
0.01% 311
2020
Q2
$196K Hold
5,250
0.01% 292
2020
Q1
$191K Hold
5,250
0.02% 279
2019
Q4
$245K Hold
5,250
0.02% 282
2019
Q3
$254K Sell
5,250
-434
-8% -$21K 0.02% 281
2019
Q2
$255K Hold
5,684
0.02% 278
2019
Q1
$258K Hold
5,684
0.02% 270
2018
Q4
$225K Sell
5,684
-1,000
-15% -$39.6K 0.02% 270
2018
Q3
$270K Hold
6,684
0.02% 271
2018
Q2
$251K Sell
6,684
-1,000
-13% -$37.6K 0.02% 281
2018
Q1
$274K Sell
7,684
-1,025
-12% -$36.6K 0.02% 273
2017
Q4
$336K Buy
8,709
+8
+0.1% +$309 0.03% 244
2017
Q3
$331K Buy
8,701
+8
+0.1% +$304 0.03% 245
2017
Q2
$339K Buy
8,693
+8
+0.1% +$312 0.03% 248
2017
Q1
$315K Sell
8,685
-816
-9% -$29.6K 0.03% 247
2016
Q4
$346K Buy
9,501
+1,817
+24% +$66.2K 0.04% 243
2016
Q3
$277K Sell
7,684
-1,500
-16% -$54.1K 0.03% 258
2016
Q2
$339K Hold
9,184
0.04% 239
2016
Q1
$354K Hold
9,184
0.04% 234
2015
Q4
$345K Sell
9,184
-1,000
-10% -$37.6K 0.04% 234
2015
Q3
$351K Hold
10,184
0.04% 235
2015
Q2
$326K Sell
10,184
-1,154
-10% -$36.9K 0.04% 252
2015
Q1
$386K Buy
11,338
+10,588
+1,412% +$360K 0.04% 227
2014
Q4
$23K Hold
750
﹤0.01% 519
2014
Q3
$20K Hold
750
﹤0.01% 543
2014
Q2
$21K Hold
750
﹤0.01% 537
2014
Q1
$19K Sell
750
-411
-35% -$10.4K ﹤0.01% 497
2013
Q4
$28K Hold
1,161
﹤0.01% 430
2013
Q3
$28K Hold
1,161
﹤0.01% 418
2013
Q2
$29K Buy
+1,161
New +$29K ﹤0.01% 400