Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2K Hold
105
﹤0.01% 2239
2025
Q1
$2K Sell
105
-60
-36% -$1.14K ﹤0.01% 2266
2024
Q4
$3K Hold
165
﹤0.01% 2153
2024
Q3
$4K Buy
+165
New +$4K ﹤0.01% 2035
2023
Q3
Sell
-309
Closed -$7K 2316
2023
Q2
$7K Buy
+309
New +$7K ﹤0.01% 1741
2020
Q3
Sell
-67
Closed -$4K 1626
2020
Q2
$4K Buy
+67
New +$4K ﹤0.01% 1596
2015
Q4
Sell
-7
Closed 1704
2015
Q3
$0 Buy
+7
New ﹤0.01% 1727
2013
Q4
Sell
-5,878
Closed -$344K 1389
2013
Q3
$344K Sell
5,878
-30,179
-84% -$1.77M ﹤0.01% 602
2013
Q2
$1.98M Buy
+36,057
New +$1.98M 0.02% 288