Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-73
Closed -$3.54K 590
2025
Q1
$3.54K Hold
73
﹤0.01% 444
2024
Q4
$3.57K Buy
+73
New +$3.57K ﹤0.01% 502
2022
Q1
Sell
-561
Closed -$30K 596
2021
Q4
$30K Hold
561
﹤0.01% 321
2021
Q3
$27K Hold
561
﹤0.01% 301
2021
Q2
$36K Buy
+561
New +$36K ﹤0.01% 281
2020
Q4
$33K Buy
+561
New +$33K ﹤0.01% 272
2013
Q4
Sell
-3,627
Closed -$204K 172
2013
Q3
$204K Buy
+3,627
New +$204K 0.04% 157