Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Hold
125
﹤0.01% 628
2025
Q1
$44K Hold
125
﹤0.01% 581
2024
Q4
$57K Hold
125
﹤0.01% 539
2024
Q3
$55K Hold
125
﹤0.01% 545
2024
Q2
$59K Hold
125
﹤0.01% 517
2024
Q1
$73K Hold
125
﹤0.01% 503
2023
Q4
$55K Hold
125
﹤0.01% 536
2023
Q3
$50K Hold
125
﹤0.01% 536
2023
Q2
$43K Hold
125
﹤0.01% 580
2023
Q1
$34K Hold
125
﹤0.01% 592
2022
Q4
$26K Hold
125
﹤0.01% 605
2022
Q3
$24K Hold
125
﹤0.01% 618
2022
Q2
$24K Hold
125
﹤0.01% 642
2022
Q1
$30K Hold
125
﹤0.01% 628
2021
Q4
$42K Hold
125
﹤0.01% 584
2021
Q3
$30K Hold
125
﹤0.01% 643
2021
Q2
$26K Hold
125
﹤0.01% 653
2021
Q1
$29K Hold
125
﹤0.01% 638
2020
Q4
$23K Hold
125
﹤0.01% 654
2020
Q3
$16K Buy
+125
New +$16K ﹤0.01% 674
2016
Q2
Sell
-380
Closed -$11K 832
2016
Q1
$11K Hold
380
﹤0.01% 686
2015
Q4
$8K Hold
380
﹤0.01% 721
2015
Q3
$12K Hold
380
﹤0.01% 655
2015
Q2
$15K Sell
380
-3,680
-91% -$145K ﹤0.01% 661
2015
Q1
$180K Sell
4,060
-5,720
-58% -$254K 0.04% 329
2014
Q4
$541K Sell
9,780
-2,380
-20% -$132K 0.11% 132
2014
Q3
$603K Sell
12,160
-70
-0.6% -$3.47K 0.12% 130
2014
Q2
$537K Buy
12,230
+5,540
+83% +$243K 0.11% 153
2014
Q1
$256K Buy
+6,690
New +$256K 0.05% 280