Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17K Sell
223
-19
-8% -$184 ﹤0.01% 1304
2025
Q1
$2.42K Hold
242
﹤0.01% 1265
2024
Q4
$2.15K Buy
+242
New +$2.15K ﹤0.01% 1233
2023
Q2
Sell
-2,057
Closed -$32.5K 1191
2023
Q1
$32.5K Hold
2,057
﹤0.01% 756
2022
Q4
$34.9K Sell
2,057
-13,188
-87% -$224K ﹤0.01% 734
2022
Q3
$203K Buy
+15,245
New +$203K 0.01% 466
2020
Q4
Sell
-100
Closed -$1K 1005
2020
Q3
$1K Hold
100
﹤0.01% 958
2020
Q2
$1K Hold
100
﹤0.01% 929
2020
Q1
$1K Hold
100
﹤0.01% 968
2019
Q4
$1K Hold
100
﹤0.01% 990
2019
Q3
$1K Hold
100
﹤0.01% 981
2019
Q2
$1K Hold
100
﹤0.01% 982
2019
Q1
$1K Hold
100
﹤0.01% 983
2018
Q4
$1K Hold
100
﹤0.01% 1038
2018
Q3
$1K Hold
100
﹤0.01% 942
2018
Q2
$1K Sell
100
-396
-80% -$3.96K ﹤0.01% 952
2018
Q1
$6K Hold
496
﹤0.01% 900
2017
Q4
$6K Hold
496
﹤0.01% 860
2017
Q3
$5K Hold
496
﹤0.01% 871
2017
Q2
$4K Hold
496
﹤0.01% 856
2017
Q1
$5K Hold
496
﹤0.01% 853
2016
Q4
$4K Hold
496
﹤0.01% 895
2016
Q3
$3K Sell
496
-1,239
-71% -$7.49K ﹤0.01% 858
2016
Q2
$9K Hold
1,735
﹤0.01% 785
2016
Q1
$7K Hold
1,735
﹤0.01% 810
2015
Q4
$6K Hold
1,735
﹤0.01% 813
2015
Q3
$7K Sell
1,735
-660
-28% -$2.66K ﹤0.01% 805
2015
Q2
$14K Sell
2,395
-550
-19% -$3.22K ﹤0.01% 758
2015
Q1
$17K Hold
2,945
﹤0.01% 744
2014
Q4
$24K Sell
2,945
-5,082
-63% -$41.4K ﹤0.01% 670
2014
Q3
$88K Hold
8,027
0.01% 451
2014
Q2
$106K Hold
8,027
0.01% 435
2014
Q1
$111K Sell
8,027
-950
-11% -$13.1K 0.01% 425
2013
Q4
$137K Buy
8,977
+4,882
+119% +$74.5K 0.02% 387
2013
Q3
$64K Sell
4,095
-400
-9% -$6.25K 0.01% 476
2013
Q2
$59K Buy
+4,495
New +$59K 0.01% 486