Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599 Hold
138
﹤0.01% 3984
2025
Q1
$687 Hold
138
﹤0.01% 4000
2024
Q4
$891 Hold
138
﹤0.01% 3965
2024
Q3
$493 Sell
138
-1,552
-92% -$5.54K ﹤0.01% 3930
2024
Q2
$9.28K Buy
1,690
+443
+36% +$2.43K ﹤0.01% 3325
2024
Q1
$8.43K Buy
1,247
+125
+11% +$845 ﹤0.01% 3379
2023
Q4
$6.87K Buy
1,122
+984
+713% +$6.02K ﹤0.01% 3428
2023
Q3
$995 Sell
138
-80
-37% -$577 ﹤0.01% 3744
2023
Q2
$1.88K Hold
218
﹤0.01% 3667
2023
Q1
$2.02K Hold
218
﹤0.01% 3732
2022
Q4
$2.8K Hold
218
﹤0.01% 3671
2022
Q3
$2K Buy
218
+146
+203% +$1.34K ﹤0.01% 3818
2022
Q2
$1K Buy
+72
New +$1K ﹤0.01% 3943
2020
Q4
Sell
-146
Closed -$1K 3773
2020
Q3
$1K Hold
146
﹤0.01% 3525
2020
Q2
$1K Hold
146
﹤0.01% 3532
2020
Q1
$1K Buy
+146
New +$1K ﹤0.01% 3504
2018
Q1
Sell
-2,285
Closed -$17K 3655
2017
Q4
$17K Buy
2,285
+1,146
+101% +$8.53K ﹤0.01% 2984
2017
Q3
$10K Buy
+1,139
New +$10K ﹤0.01% 3079
2017
Q2
Sell
-748
Closed -$6K 3576
2017
Q1
$6K Buy
+748
New +$6K ﹤0.01% 3161
2015
Q4
Sell
-20,591
Closed -$125K 3662
2015
Q3
$125K Buy
20,591
+18,470
+871% +$112K ﹤0.01% 1955
2015
Q2
$13K Sell
2,121
-2,884
-58% -$17.7K ﹤0.01% 3074
2015
Q1
$46K Buy
5,005
+4,371
+689% +$40.2K ﹤0.01% 2583
2014
Q4
$6K Sell
634
-1,071
-63% -$10.1K ﹤0.01% 3225
2014
Q3
$16K Sell
1,705
-654
-28% -$6.14K ﹤0.01% 2919
2014
Q2
$26K Buy
2,359
+1,055
+81% +$11.6K ﹤0.01% 2761
2014
Q1
$18K Sell
1,304
-3,612
-73% -$49.9K ﹤0.01% 2872
2013
Q4
$59K Buy
4,916
+3,162
+180% +$37.9K ﹤0.01% 2347
2013
Q3
$18K Buy
+1,754
New +$18K ﹤0.01% 2709