Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149 Sell
200
-600
-75% -$447 0.01% 227
2025
Q1
$522 Hold
800
0.02% 170
2024
Q4
$683K Buy
800
+100
+14% +$85.4K 0.02% 165
2024
Q3
$546 Hold
700
0.01% 179
2024
Q2
$40.6K Hold
700
0.02% 191
2024
Q1
$47K Hold
700
0.02% 180
2023
Q4
$43K Sell
700
-150
-18% -$9.21K 0.02% 183
2023
Q3
$50K Buy
850
+150
+21% +$8.82K 0.02% 177
2023
Q2
$46.7K Hold
700
0.02% 178
2023
Q1
$53.2K Buy
700
+145
+26% +$11K 0.03% 173
2022
Q4
$40K Sell
555
-45
-8% -$3.24K 0.02% 166
2022
Q3
$52K Hold
600
0.03% 168
2022
Q2
$42K Hold
600
0.02% 177
2022
Q1
$69K Hold
600
0.03% 168
2021
Q4
$113K Sell
600
-140
-19% -$26.4K 0.04% 155
2021
Q3
$193K Buy
740
+40
+6% +$10.4K 0.07% 128
2021
Q2
$204K Sell
700
-150
-18% -$43.7K 0.08% 126
2021
Q1
$206K Sell
850
-25
-3% -$6.06K 0.09% 122
2020
Q4
$205K Hold
875
0.1% 118
2020
Q3
$172K Sell
875
-150
-15% -$29.5K 0.09% 114
2020
Q2
$179K Hold
1,025
0.1% 110
2020
Q1
$98K Sell
1,025
-25
-2% -$2.39K 0.07% 129
2019
Q4
$114K Sell
1,050
-250
-19% -$27.1K 0.06% 132
2019
Q3
$135K Buy
1,300
+100
+8% +$10.4K 0.08% 124
2019
Q2
$137K Sell
1,200
-50
-4% -$5.71K 0.08% 124
2019
Q1
$130K Buy
1,250
+175
+16% +$18.2K 0.08% 127
2018
Q4
$90.4K Sell
1,075
-350
-25% -$29.4K 0.06% 135
2018
Q3
$125K Sell
1,425
-200
-12% -$17.6K 0.07% 134
2018
Q2
$135K Hold
1,625
0.08% 129
2018
Q1
$123K Sell
1,625
-275
-14% -$20.9K 0.07% 136
2017
Q4
$140K Sell
1,900
-250
-12% -$18.4K 0.09% 125
2017
Q3
$138K Sell
2,150
-700
-25% -$44.8K 0.08% 132
2017
Q2
$153K Hold
2,850
0.09% 131
2017
Q1
$123K Buy
2,850
+550
+24% +$23.7K 0.08% 136
2016
Q4
$90.8K Buy
2,300
+500
+28% +$19.7K 0.06% 149
2016
Q3
$73.7K Buy
1,800
+75
+4% +$3.07K 0.05% 155
2016
Q2
$63K Buy
+1,725
New +$63K 0.05% 153