Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10
Closed -$421 1528
2025
Q1
$421 Hold
10
﹤0.01% 1465
2024
Q4
$486 Buy
+10
New +$486 ﹤0.01% 1514
2024
Q2
Sell
-45
Closed -$2.87K 1545
2024
Q1
$2.87K Sell
45
-200
-82% -$12.7K ﹤0.01% 1402
2023
Q4
$15.4K Hold
245
﹤0.01% 1153
2023
Q3
$16.4K Buy
245
+45
+23% +$3.01K ﹤0.01% 1160
2023
Q2
$20.9K Hold
200
﹤0.01% 1117
2023
Q1
$24.4K Hold
200
﹤0.01% 1115
2022
Q4
$25K Hold
200
﹤0.01% 1100
2022
Q3
$21K Buy
+200
New +$21K ﹤0.01% 1166
2020
Q3
Sell
-18
Closed -$2K 1446
2020
Q2
$2K Hold
18
﹤0.01% 1272
2020
Q1
$1K Sell
18
-10
-36% -$556 ﹤0.01% 1384
2019
Q4
$3K Buy
+28
New +$3K ﹤0.01% 1306
2018
Q2
Sell
-1,585
Closed -$106K 1290
2018
Q1
$106K Sell
1,585
-779
-33% -$52.1K ﹤0.01% 632
2017
Q4
$194K Hold
2,364
0.01% 507
2017
Q3
$183K Hold
2,364
0.01% 502
2017
Q2
$150K Hold
2,364
0.01% 513
2017
Q1
$143K Hold
2,364
0.01% 520
2016
Q4
$116K Hold
2,364
﹤0.01% 560
2016
Q3
$99K Hold
2,364
﹤0.01% 576
2016
Q2
$95K Hold
2,364
﹤0.01% 597
2016
Q1
$83K Hold
2,364
﹤0.01% 625
2015
Q4
$80K Hold
2,364
﹤0.01% 633
2015
Q3
$69K Hold
2,364
﹤0.01% 652
2015
Q2
$108K Sell
2,364
-736
-24% -$33.6K ﹤0.01% 582
2015
Q1
$154K Hold
3,100
0.01% 503
2014
Q4
$153K Sell
3,100
-231
-7% -$11.4K 0.01% 477
2014
Q3
$165K Sell
3,331
-173
-5% -$8.57K 0.01% 456
2014
Q2
$216K Sell
3,504
-75
-2% -$4.62K 0.01% 424
2014
Q1
$238K Hold
3,579
0.01% 416
2013
Q4
$235K Hold
3,579
0.01% 410
2013
Q3
$223K Hold
3,579
0.01% 424
2013
Q2
$189K Buy
+3,579
New +$189K 0.01% 435