Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4209
2025
Q1
Hold
0
4164
2024
Q4
Hold
0
4163
2024
Q3
Hold
0
4103
2024
Q2
Hold
0
4162
2024
Q1
Hold
0
4164
2023
Q4
Hold
0
4206
2023
Q3
Hold
0
4158
2023
Q1
Hold
0
4218
2022
Q4
Hold
0
4296
2022
Q3
Sell
-4,362
Closed -$130K 4383
2022
Q2
$130K Buy
+4,362
New +$130K ﹤0.01% 1044
2022
Q1
Sell
-38
Closed -$1K 4383
2021
Q4
$1K Buy
+38
New +$1K ﹤0.01% 2855
2021
Q3
Hold
0
3854
2021
Q2
Hold
0
4012
2021
Q1
Hold
0
3808
2020
Q4
Sell
-682
Closed -$14K 3485
2020
Q3
$14K Sell
682
-1,467
-68% -$30.1K ﹤0.01% 1681
2020
Q2
$57K Buy
2,149
+1,424
+196% +$37.8K ﹤0.01% 1196
2020
Q1
$18K Buy
725
+635
+706% +$15.8K ﹤0.01% 1479
2019
Q4
$3K Buy
90
+69
+329% +$2.3K ﹤0.01% 1750
2019
Q3
$0 Sell
21
-64
-75% ﹤0.01% 3044
2019
Q2
$2K Hold
85
﹤0.01% 1656
2019
Q1
$2K Sell
85
-19
-18% -$447 ﹤0.01% 1670
2018
Q4
$2K Buy
104
+4
+4% +$77 ﹤0.01% 1720
2018
Q3
$3K Buy
+100
New +$3K ﹤0.01% 1841
2018
Q2
Sell
-65
Closed -$2K 3041
2018
Q1
$2K Buy
+65
New +$2K ﹤0.01% 1805
2016
Q2
Hold
0
2767
2016
Q1
Sell
-414
Closed -$9K 2688
2015
Q4
$9K Buy
+414
New +$9K ﹤0.01% 1371
2015
Q3
Hold
0
2702
2015
Q2
Hold
0
2641