Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-325
Closed -$31.3K 680
2025
Q1
$31.3K Hold
325
﹤0.01% 411
2024
Q4
$30.7K Hold
325
﹤0.01% 415
2024
Q3
$25.2K Hold
325
﹤0.01% 426
2024
Q2
$19.6K Hold
325
﹤0.01% 426
2024
Q1
$22.2K Hold
325
﹤0.01% 438
2023
Q4
$19K Buy
+325
New +$19K ﹤0.01% 416
2018
Q4
Sell
-33,885
Closed -$625K 106
2018
Q3
$625K Sell
33,885
-675
-2% -$12.5K 0.26% 73
2018
Q2
$432K Buy
+34,560
New +$432K 0.19% 101