Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.36K Hold
252
﹤0.01% 3740
2025
Q1
$3.9K Hold
252
﹤0.01% 3712
2024
Q4
$2.18K Hold
252
﹤0.01% 3834
2024
Q3
$2.43K Sell
252
-2,202
-90% -$21.2K ﹤0.01% 3719
2024
Q2
$21.1K Hold
2,454
﹤0.01% 3040
2024
Q1
$20.1K Hold
2,454
﹤0.01% 3082
2023
Q4
$19.5K Buy
2,454
+2,202
+874% +$17.5K ﹤0.01% 3065
2023
Q3
$2.09K Sell
252
-59
-19% -$490 ﹤0.01% 3630
2023
Q2
$3.3K Buy
311
+59
+23% +$626 ﹤0.01% 3547
2023
Q1
$2.41K Hold
252
﹤0.01% 3691
2022
Q4
$1.87K Sell
252
-2,237
-90% -$16.6K ﹤0.01% 3773
2022
Q3
$14K Buy
+2,489
New +$14K ﹤0.01% 3202
2022
Q1
Sell
-1,126
Closed -$10K 4053
2021
Q4
$10K Hold
1,126
﹤0.01% 3391
2021
Q3
$9K Buy
+1,126
New +$9K ﹤0.01% 3440
2021
Q1
Sell
-93
Closed -$1K 3855
2020
Q4
$1K Buy
+93
New +$1K ﹤0.01% 3613
2020
Q3
Sell
-71
Closed -$1K 3655
2020
Q2
$1K Sell
71
-367
-84% -$5.17K ﹤0.01% 3503
2020
Q1
$2K Buy
+438
New +$2K ﹤0.01% 3374
2017
Q3
Sell
-200
Closed -$1K 3585
2017
Q2
$1K Hold
200
﹤0.01% 3452
2017
Q1
$1K Hold
200
﹤0.01% 3457
2016
Q4
$1K Hold
200
﹤0.01% 3439
2016
Q3
$1K Hold
200
﹤0.01% 3433
2016
Q2
$1K Hold
200
﹤0.01% 3463
2016
Q1
$1K Hold
200
﹤0.01% 3436
2015
Q4
$0 Hold
200
﹤0.01% 3622
2015
Q3
$0 Hold
200
﹤0.01% 3598
2015
Q2
$0 Hold
200
﹤0.01% 3571
2015
Q1
$0 Sell
200
-325
-62% ﹤0.01% 3569
2014
Q4
$1K Hold
525
﹤0.01% 3462
2014
Q3
$2K Hold
525
﹤0.01% 3372
2014
Q2
$2K Sell
525
-366
-41% -$1.39K ﹤0.01% 3367
2014
Q1
$4K Hold
891
﹤0.01% 3234
2013
Q4
$4K Buy
891
+326
+58% +$1.46K ﹤0.01% 3167
2013
Q3
$3K Buy
565
+285
+102% +$1.51K ﹤0.01% 3134
2013
Q2
$1K Buy
+280
New +$1K ﹤0.01% 3178