Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.7K Hold
278
﹤0.01% 480
2025
Q1
$10.8K Hold
278
﹤0.01% 473
2024
Q4
$9.4K Hold
278
﹤0.01% 484
2024
Q3
$11.4K Hold
278
﹤0.01% 477
2024
Q2
$10.7K Hold
278
﹤0.01% 478
2024
Q1
$11.9K Hold
278
﹤0.01% 463
2023
Q4
$10.3K Hold
278
﹤0.01% 485
2023
Q3
$10.1K Hold
278
﹤0.01% 464
2023
Q2
$9.91K Hold
278
﹤0.01% 460
2023
Q1
$9.89K Hold
278
﹤0.01% 473
2022
Q4
$10K Buy
+278
New +$10K ﹤0.01% 459
2022
Q3
Sell
-278
Closed -$15K 537
2022
Q2
$15K Hold
278
﹤0.01% 431
2022
Q1
$15K Hold
278
﹤0.01% 450
2021
Q4
$15K Hold
278
﹤0.01% 459
2021
Q3
$13K Hold
278
﹤0.01% 457
2021
Q2
$14K Sell
278
-276
-50% -$13.9K ﹤0.01% 436
2021
Q1
$25K Sell
554
-332
-37% -$15K ﹤0.01% 391
2020
Q4
$41K Sell
886
-1,907
-68% -$88.2K ﹤0.01% 343
2020
Q3
$131K Buy
2,793
+607
+28% +$28.5K 0.02% 222
2020
Q2
$111K Buy
2,186
+1,908
+686% +$96.9K 0.02% 218
2020
Q1
$13K Sell
278
-860
-76% -$40.2K ﹤0.01% 386
2019
Q4
$67K Hold
1,138
0.01% 288
2019
Q3
$61K Hold
1,138
0.01% 293
2019
Q2
$57K Hold
1,138
0.01% 299
2019
Q1
$59K Sell
1,138
-128
-10% -$6.64K 0.01% 288
2018
Q4
$60K Sell
1,266
-43
-3% -$2.04K 0.01% 275
2018
Q3
$66K Sell
1,309
-629
-32% -$31.7K 0.01% 300
2018
Q2
$98K Hold
1,938
0.01% 258
2018
Q1
$95K Hold
1,938
0.01% 269
2017
Q4
$86K Buy
1,938
+800
+70% +$35.5K 0.01% 299
2017
Q3
$58K Buy
1,138
+278
+32% +$14.2K 0.01% 340
2017
Q2
$46K Hold
860
0.01% 358
2017
Q1
$45K Hold
860
0.01% 375
2016
Q4
$41K Buy
+860
New +$41K 0.01% 368
2016
Q3
Sell
-7,374
Closed -$399K 219
2016
Q2
$399K Buy
7,374
+592
+9% +$32K 0.06% 159
2016
Q1
$344K Hold
6,782
0.05% 170
2015
Q4
$342K Buy
+6,782
New +$342K 0.05% 164