Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.8K Buy
+751
New +$28.8K ﹤0.01% 758
2022
Q3
Sell
-4,724
Closed -$257K 254
2022
Q2
$257K Hold
4,724
0.03% 228
2022
Q1
$257K Buy
+4,724
New +$257K 0.02% 239
2021
Q4
Sell
-4,724
Closed -$226K 267
2021
Q3
$226K Sell
4,724
-293
-6% -$14K 0.02% 247
2021
Q2
$250K Buy
+5,017
New +$250K 0.02% 248
2016
Q4
Sell
-3,826
Closed -$207K 135
2016
Q3
$207K Hold
3,826
0.08% 131
2016
Q2
$208K Buy
+3,826
New +$208K 0.08% 136
2016
Q1
Sell
-4,038
Closed -$203K 134
2015
Q4
$203K Buy
+4,038
New +$203K 0.09% 132
2014
Q2
Sell
-562
Closed -$35K 164
2014
Q1
$35K Buy
+562
New +$35K 0.02% 145