Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Hold
33
﹤0.01% 812
2025
Q1
$8.86K Hold
33
﹤0.01% 781
2024
Q4
$8.13K Hold
33
﹤0.01% 790
2024
Q3
$7.56K Buy
+33
New +$7.56K ﹤0.01% 779
2021
Q3
Sell
-890
Closed -$125K 630
2021
Q2
$125K Hold
890
0.01% 366
2021
Q1
$109K Hold
890
0.01% 371
2020
Q4
$116K Hold
890
0.01% 350
2020
Q3
$139K Hold
890
0.01% 320
2020
Q2
$125K Hold
890
0.01% 334
2020
Q1
$98K Hold
890
0.01% 359
2019
Q4
$119K Hold
890
0.01% 370
2019
Q3
$105K Hold
890
0.01% 393
2019
Q2
$122K Hold
890
0.01% 376
2019
Q1
$103K Hold
890
0.01% 393
2018
Q4
$89K Sell
890
-151
-15% -$15.1K 0.01% 395
2018
Q3
$128K Buy
1,041
+34
+3% +$4.18K 0.01% 383
2018
Q2
$117K Hold
1,007
0.01% 392
2018
Q1
$106K Sell
1,007
-23
-2% -$2.42K 0.01% 389
2017
Q4
$116K Hold
1,030
0.01% 385
2017
Q3
$113K Sell
1,030
-40
-4% -$4.39K 0.01% 388
2017
Q2
$112K Sell
1,070
-62
-5% -$6.49K 0.01% 398
2017
Q1
$111K Buy
1,132
+157
+16% +$15.4K 0.01% 380
2016
Q4
$84K Sell
975
-66
-6% -$5.69K 0.01% 402
2016
Q3
$95K Buy
1,041
+128
+14% +$11.7K 0.01% 353
2016
Q2
$69K Hold
913
0.01% 361
2016
Q1
$74K Hold
913
0.01% 349
2015
Q4
$72K Buy
913
+23
+3% +$1.81K 0.01% 351
2015
Q3
$58K Hold
890
0.01% 370
2015
Q2
$63K Hold
890
0.01% 369
2015
Q1
$64K Hold
890
0.01% 367
2014
Q4
$62K Hold
890
0.01% 369
2014
Q3
$64K Hold
890
0.01% 356
2014
Q2
$69K Sell
890
-300
-25% -$23.3K 0.01% 337
2014
Q1
$96K Hold
1,190
0.02% 291
2013
Q4
$104K Sell
1,190
-45
-4% -$3.93K 0.02% 279
2013
Q3
$92K Buy
1,235
+45
+4% +$3.35K 0.02% 279
2013
Q2
$87K Buy
+1,190
New +$87K 0.02% 281