Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Hold
1,012
﹤0.01% 704
2025
Q1
$131K Hold
1,012
﹤0.01% 720
2024
Q4
$145K Sell
1,012
-67
-6% -$9.57K ﹤0.01% 716
2024
Q3
$161K Hold
1,079
﹤0.01% 703
2024
Q2
$139K Sell
1,079
-31
-3% -$4.01K ﹤0.01% 708
2024
Q1
$151K Hold
1,110
﹤0.01% 708
2023
Q4
$132K Sell
1,110
-1
-0.1% -$119 ﹤0.01% 712
2023
Q3
$109K Buy
1,111
+32
+3% +$3.13K ﹤0.01% 752
2023
Q2
$101K Sell
1,079
-1,715
-61% -$160K ﹤0.01% 779
2023
Q1
$241K Buy
2,794
+1,715
+159% +$148K ﹤0.01% 615
2022
Q4
$87.5K Sell
1,079
-62
-5% -$5.03K ﹤0.01% 845
2022
Q3
$75K Buy
1,141
+1,000
+709% +$65.7K ﹤0.01% 883
2022
Q2
$9K Buy
141
+12
+9% +$766 ﹤0.01% 1339
2022
Q1
$10K Buy
+129
New +$10K ﹤0.01% 1334
2017
Q2
Sell
-100
Closed -$4K 1289
2017
Q1
$4K Sell
100
-46
-32% -$1.84K ﹤0.01% 1184
2016
Q4
$6K Buy
146
+46
+46% +$1.89K ﹤0.01% 1027
2016
Q3
$4K Hold
100
﹤0.01% 1062
2016
Q2
$3K Hold
100
﹤0.01% 1100
2016
Q1
$4K Hold
100
﹤0.01% 1067
2015
Q4
$4K Hold
100
﹤0.01% 1066
2015
Q3
$3K Hold
100
﹤0.01% 1070
2015
Q2
$4K Hold
100
﹤0.01% 1105
2015
Q1
$4K Hold
100
﹤0.01% 1126
2014
Q4
$4K Hold
100
﹤0.01% 969
2014
Q3
$4K Hold
100
﹤0.01% 956
2014
Q2
$5K Hold
100
﹤0.01% 937
2014
Q1
$4K Hold
100
﹤0.01% 977
2013
Q4
$4K Hold
100
﹤0.01% 977
2013
Q3
$4K Hold
100
﹤0.01% 984
2013
Q2
$3K Buy
+100
New +$3K ﹤0.01% 1003