Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.4K Hold
895
0.01% 286
2025
Q1
$99.5K Hold
895
0.01% 279
2024
Q4
$92.6K Hold
895
0.01% 290
2024
Q3
$100K Hold
895
0.01% 286
2024
Q2
$79.9K Buy
895
+181
+25% +$16.2K 0.01% 298
2024
Q1
$61.3K Hold
714
0.01% 317
2023
Q4
$58.9K Hold
714
0.01% 322
2023
Q3
$54.8K Buy
714
+114
+19% +$8.75K 0.01% 313
2023
Q2
$41.9K Hold
600
0.01% 337
2023
Q1
$38.7K Hold
600
0.01% 356
2022
Q4
$43K Hold
600
0.01% 340
2022
Q3
$34K Hold
600
﹤0.01% 353
2022
Q2
$33K Hold
600
﹤0.01% 356
2022
Q1
$39K Hold
600
﹤0.01% 362
2021
Q4
$35K Hold
600
﹤0.01% 386
2021
Q3
$31K Hold
600
﹤0.01% 382
2021
Q2
$32K Hold
600
﹤0.01% 367
2021
Q1
$31K Hold
600
﹤0.01% 372
2020
Q4
$27K Hold
600
﹤0.01% 371
2020
Q3
$22K Hold
600
﹤0.01% 360
2020
Q2
$22K Hold
600
﹤0.01% 350
2020
Q1
$21K Hold
600
﹤0.01% 346
2019
Q4
$32K Hold
600
﹤0.01% 355
2019
Q3
$31K Sell
600
-200
-25% -$10.3K ﹤0.01% 352
2019
Q2
$44K Hold
800
0.01% 316
2019
Q1
$40K Hold
800
0.01% 326
2018
Q4
$36K Sell
800
-132
-14% -$5.94K 0.01% 324
2018
Q3
$43K Hold
932
0.01% 341
2018
Q2
$40K Hold
932
0.01% 344
2018
Q1
$41K Hold
932
0.01% 351
2017
Q4
$41K Hold
932
0.01% 385
2017
Q3
$38K Sell
932
-400
-30% -$16.3K 0.01% 380
2017
Q2
$51K Hold
1,332
0.01% 352
2017
Q1
$49K Hold
1,332
0.01% 364
2016
Q4
$46K Buy
+1,332
New +$46K 0.01% 355
2014
Q2
Sell
-11,832
Closed -$373K 193
2014
Q1
$373K Sell
11,832
-250
-2% -$7.88K 0.05% 160
2013
Q4
$403K Sell
12,082
-2,570
-18% -$85.7K 0.06% 154
2013
Q3
$454K Sell
14,652
-7,698
-34% -$239K 0.07% 139
2013
Q2
$650K Buy
+22,350
New +$650K 0.08% 136