Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.1K Sell
333
-200
-38% -$25.9K ﹤0.01% 330
2025
Q1
$63.7K Hold
533
0.01% 304
2024
Q4
$61.8K Hold
533
0.01% 300
2024
Q3
$72K Hold
533
0.01% 303
2024
Q2
$72.3K Hold
533
0.01% 308
2024
Q1
$68.9K Buy
533
+113
+27% +$14.6K 0.01% 323
2023
Q4
$48K Buy
420
+20
+5% +$2.29K 0.01% 343
2023
Q3
$36.4K Hold
400
0.01% 349
2023
Q2
$45K Hold
400
0.01% 341
2023
Q1
$41.9K Hold
400
0.01% 352
2022
Q4
$44K Hold
400
0.01% 343
2022
Q3
$35K Hold
400
0.01% 362
2022
Q2
$31K Hold
400
0.01% 377
2022
Q1
$34K Buy
+400
New +$34K ﹤0.01% 388
2017
Q4
Sell
-200
Closed -$13K 447
2017
Q3
$13K Sell
200
-690
-78% -$44.9K ﹤0.01% 324
2017
Q2
$49K Hold
890
0.01% 221
2017
Q1
$45K Hold
890
0.01% 230
2016
Q4
$44K Hold
890
0.01% 222
2016
Q3
$47K Sell
890
-191
-18% -$10.1K 0.01% 217
2016
Q2
$49K Hold
1,081
0.01% 253
2016
Q1
$44K Sell
1,081
-150
-12% -$6.11K 0.01% 256
2015
Q4
$45K Hold
1,231
0.01% 292
2015
Q3
$40K Buy
1,231
+191
+18% +$6.21K 0.01% 297
2015
Q2
$39K Sell
1,040
-1,200
-54% -$45K 0.01% 310
2015
Q1
$78K Hold
2,240
0.02% 237
2014
Q4
$85K Hold
2,240
0.02% 207
2014
Q3
$79K Hold
2,240
0.02% 212
2014
Q2
$88K Hold
2,240
0.02% 210
2014
Q1
$82K Hold
2,240
0.02% 203
2013
Q4
$77K Hold
2,240
0.02% 211
2013
Q3
$63K Sell
2,240
-360
-14% -$10.1K 0.02% 218
2013
Q2
$70K Buy
+2,600
New +$70K 0.02% 198