Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45K Hold
400
﹤0.01% 956
2025
Q1
$44.9K Hold
400
﹤0.01% 949
2024
Q4
$44.7K Hold
400
﹤0.01% 953
2024
Q3
$55.7K Hold
400
﹤0.01% 905
2024
Q2
$47K Hold
400
﹤0.01% 924
2024
Q1
$52.2K Sell
400
-102
-20% -$13.3K ﹤0.01% 932
2023
Q4
$62.4K Hold
502
﹤0.01% 870
2023
Q3
$53K Hold
502
﹤0.01% 911
2023
Q2
$56.5K Hold
502
﹤0.01% 907
2023
Q1
$53.9K Hold
502
﹤0.01% 953
2022
Q4
$55.7K Hold
502
﹤0.01% 942
2022
Q3
$44K Hold
502
﹤0.01% 992
2022
Q2
$47K Hold
502
﹤0.01% 967
2022
Q1
$46K Hold
502
﹤0.01% 996
2021
Q4
$42K Hold
502
﹤0.01% 1019
2021
Q3
$43K Hold
502
﹤0.01% 970
2021
Q2
$44K Hold
502
﹤0.01% 983
2021
Q1
$42K Hold
502
﹤0.01% 974
2020
Q4
$48K Hold
502
﹤0.01% 863
2020
Q3
$39K Hold
502
﹤0.01% 881
2020
Q2
$39K Hold
502
﹤0.01% 837
2020
Q1
$37K Hold
502
﹤0.01% 863
2019
Q4
$44K Hold
502
﹤0.01% 872
2019
Q3
$44K Hold
502
﹤0.01% 865
2019
Q2
$43K Sell
502
-7
-1% -$600 ﹤0.01% 823
2019
Q1
$39K Buy
509
+7
+1% +$536 ﹤0.01% 831
2018
Q4
$32K Buy
502
+4
+0.8% +$255 ﹤0.01% 874
2018
Q3
$40K Hold
498
﹤0.01% 819
2018
Q2
$40K Hold
498
﹤0.01% 799
2018
Q1
$39K Hold
498
﹤0.01% 825
2017
Q4
$38K Hold
498
﹤0.01% 809
2017
Q3
$33K Hold
498
﹤0.01% 825
2017
Q2
$35K Buy
498
+2
+0.4% +$141 ﹤0.01% 783
2017
Q1
$37K Hold
496
﹤0.01% 772
2016
Q4
$42K Buy
496
+1
+0.2% +$85 ﹤0.01% 740
2016
Q3
$34K Buy
495
+2
+0.4% +$137 ﹤0.01% 766
2016
Q2
$29K Buy
493
+391
+383% +$23K ﹤0.01% 819
2016
Q1
$5K Hold
102
﹤0.01% 1042
2015
Q4
$5K Hold
102
﹤0.01% 1041
2015
Q3
$4K Hold
102
﹤0.01% 1059
2015
Q2
$5K Hold
102
﹤0.01% 1089
2015
Q1
$5K Hold
102
﹤0.01% 1112
2014
Q4
$5K Hold
102
﹤0.01% 953
2014
Q3
$5K Hold
102
﹤0.01% 940
2014
Q2
$5K Hold
102
﹤0.01% 943
2014
Q1
$4K Hold
102
﹤0.01% 981
2013
Q4
$3K Buy
+102
New +$3K ﹤0.01% 1003