Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.64K Sell
4,000
-133
-3% -$188 ﹤0.01% 3598
2025
Q1
$6.57K Sell
4,133
-16,874
-80% -$26.8K ﹤0.01% 3561
2024
Q4
$74.4K Buy
21,007
+2,711
+15% +$9.6K ﹤0.01% 2534
2024
Q3
$83.1K Buy
18,296
+7,429
+68% +$33.7K ﹤0.01% 2485
2024
Q2
$46.1K Buy
10,867
+6,161
+131% +$26.1K ﹤0.01% 2707
2024
Q1
$15.5K Buy
4,706
+706
+18% +$2.33K ﹤0.01% 3173
2023
Q4
$8.44K Hold
4,000
﹤0.01% 3353
2023
Q3
$8.48K Buy
4,000
+2,000
+100% +$4.24K ﹤0.01% 3224
2023
Q2
$6.42K Hold
2,000
﹤0.01% 3376
2023
Q1
$4.34K Hold
2,000
﹤0.01% 3549
2022
Q4
$4.84K Hold
2,000
﹤0.01% 3507
2022
Q3
$5K Hold
2,000
﹤0.01% 3568
2022
Q2
$3K Hold
2,000
﹤0.01% 3703
2022
Q1
$3K Sell
2,000
-135
-6% -$203 ﹤0.01% 3710
2021
Q4
$2K Buy
2,135
+1,135
+114% +$1.06K ﹤0.01% 3855
2021
Q3
$1K Sell
1,000
-320
-24% -$320 ﹤0.01% 3935
2021
Q2
$2K Buy
1,320
+320
+32% +$485 ﹤0.01% 3789
2021
Q1
$2K Sell
1,000
-716
-42% -$1.43K ﹤0.01% 3663
2020
Q4
$3K Buy
1,716
+716
+72% +$1.25K ﹤0.01% 3470
2020
Q3
$2K Hold
1,000
﹤0.01% 3423
2020
Q2
$2K Sell
1,000
-3,000
-75% -$6K ﹤0.01% 3420
2020
Q1
$5K Buy
4,000
+1,000
+33% +$1.25K ﹤0.01% 3174
2019
Q4
$4K Hold
3,000
﹤0.01% 3274
2019
Q3
$4K Hold
3,000
﹤0.01% 3279
2019
Q2
$4K Sell
3,000
-15,000
-83% -$20K ﹤0.01% 3317
2019
Q1
$30K Hold
18,000
﹤0.01% 2704
2018
Q4
$18K Sell
18,000
-6,225
-26% -$6.23K ﹤0.01% 2850
2018
Q3
$43K Hold
24,225
﹤0.01% 2639
2018
Q2
$83K Hold
24,225
﹤0.01% 2329
2018
Q1
$103K Buy
24,225
+1,225
+5% +$5.21K ﹤0.01% 2222
2017
Q4
$41K Hold
23,000
﹤0.01% 2683
2017
Q3
$50K Hold
23,000
﹤0.01% 2571
2017
Q2
$64K Hold
23,000
﹤0.01% 2420
2017
Q1
$52K Hold
23,000
﹤0.01% 2468
2016
Q4
$47K Sell
23,000
-1,000
-4% -$2.04K ﹤0.01% 2475
2016
Q3
$55K Buy
24,000
+400
+2% +$917 ﹤0.01% 2387
2016
Q2
$63K Buy
23,600
+2,000
+9% +$5.34K ﹤0.01% 2279
2016
Q1
$64K Hold
21,600
﹤0.01% 2253
2015
Q4
$104K Buy
21,600
+1,500
+7% +$7.22K ﹤0.01% 2044
2015
Q3
$55K Buy
20,100
+2,600
+15% +$7.11K ﹤0.01% 2404
2015
Q2
$75K Hold
17,500
﹤0.01% 2311
2015
Q1
$66K Hold
17,500
﹤0.01% 2396
2014
Q4
$57K Buy
17,500
+1,000
+6% +$3.26K ﹤0.01% 2453
2014
Q3
$33K Sell
16,500
-957
-5% -$1.91K ﹤0.01% 2672
2014
Q2
$53K Buy
17,457
+1,587
+10% +$4.82K ﹤0.01% 2445
2014
Q1
$31K Hold
15,870
﹤0.01% 2662
2013
Q4
$71K Hold
15,870
﹤0.01% 2272
2013
Q3
$50K Buy
15,870
+10,580
+200% +$33.3K ﹤0.01% 2335
2013
Q2
$8K Buy
+5,290
New +$8K ﹤0.01% 2901