Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44K Buy
+14
New +$1.44K ﹤0.01% 2525
2023
Q4
Sell
-2
Closed -$237 1838
2023
Q3
$237 Buy
+2
New +$237 ﹤0.01% 1618
2021
Q3
Sell
-1,289
Closed -$168K 1382
2021
Q2
$168K Buy
1,289
+1,254
+3,583% +$163K ﹤0.01% 601
2021
Q1
$5K Sell
35
-2
-5% -$286 ﹤0.01% 996
2020
Q4
$4K Sell
37
-3
-8% -$324 ﹤0.01% 1050
2020
Q3
$3K Hold
40
﹤0.01% 1032
2020
Q2
$2K Buy
40
+14
+54% +$700 ﹤0.01% 1058
2020
Q1
$1K Buy
+26
New +$1K ﹤0.01% 1231
2018
Q2
Sell
-1,368
Closed -$89K 1392
2018
Q1
$89K Sell
1,368
-3
-0.2% -$195 ﹤0.01% 604
2017
Q4
$98K Buy
+1,371
New +$98K ﹤0.01% 616
2016
Q1
Sell
-12
Closed -$1K 1166
2015
Q4
$1K Buy
12
+9
+300% +$750 ﹤0.01% 1161
2015
Q3
$0 Buy
+3
New ﹤0.01% 712