Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Hold
276
﹤0.01% 680
2025
Q1
$26K Hold
276
﹤0.01% 660
2024
Q4
$28K Hold
276
﹤0.01% 660
2024
Q3
$27K Buy
276
+44
+19% +$4.3K ﹤0.01% 660
2024
Q2
$24K Sell
232
-37
-14% -$3.83K ﹤0.01% 663
2024
Q1
$34K Buy
269
+37
+16% +$4.68K ﹤0.01% 620
2023
Q4
$22K Hold
232
﹤0.01% 691
2023
Q3
$20K Hold
232
﹤0.01% 681
2023
Q2
$20K Hold
232
﹤0.01% 699
2023
Q1
$17K Sell
232
-1
-0.4% -$73 ﹤0.01% 694
2022
Q4
$15K Sell
233
-37
-14% -$2.38K ﹤0.01% 706
2022
Q3
$15K Hold
270
﹤0.01% 697
2022
Q2
$15K Hold
270
﹤0.01% 733
2022
Q1
$15K Hold
270
﹤0.01% 758
2021
Q4
$16K Hold
270
﹤0.01% 757
2021
Q3
$15K Hold
270
﹤0.01% 763
2021
Q2
$16K Sell
270
-1,178
-81% -$69.8K ﹤0.01% 741
2021
Q1
$89K Sell
1,448
-127
-8% -$7.81K 0.01% 460
2020
Q4
$91K Buy
1,575
+105
+7% +$6.07K 0.01% 444
2020
Q3
$84K Buy
1,470
+1,215
+476% +$69.4K 0.01% 428
2020
Q2
$12K Buy
255
+22
+9% +$1.04K ﹤0.01% 709
2020
Q1
$9K Hold
233
﹤0.01% 695
2019
Q4
$13K Hold
233
﹤0.01% 677
2019
Q3
$11K Hold
233
﹤0.01% 729
2019
Q2
$11K Hold
233
﹤0.01% 714
2019
Q1
$11K Hold
233
﹤0.01% 669
2018
Q4
$9K Hold
233
﹤0.01% 670
2018
Q3
$11K Sell
233
-210
-47% -$9.91K ﹤0.01% 718
2018
Q2
$18K Buy
443
+210
+90% +$8.53K ﹤0.01% 666
2018
Q1
$11K Hold
233
﹤0.01% 705
2017
Q4
$11K Buy
+233
New +$11K ﹤0.01% 741
2014
Q3
Sell
-3,840
Closed -$161K 829
2014
Q2
$161K Buy
+3,840
New +$161K 0.03% 386