Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407 Hold
5
﹤0.01% 1124
2025
Q1
$302 Hold
5
﹤0.01% 1251
2024
Q4
$411 Buy
5
+1
+25% +$82 ﹤0.01% 1254
2024
Q3
$261 Hold
4
﹤0.01% 1315
2024
Q2
$193 Hold
4
﹤0.01% 1157
2024
Q1
$197 Hold
4
﹤0.01% 1177
2023
Q4
$180 Hold
4
﹤0.01% 1244
2023
Q3
$169 Buy
+4
New +$169 ﹤0.01% 1156
2023
Q2
Sell
-570
Closed -$29.9K 1092
2023
Q1
$29.9K Buy
+570
New +$29.9K ﹤0.01% 891
2014
Q3
Sell
-12,060
Closed -$261K 873
2014
Q2
$261K Hold
12,060
0.01% 805
2014
Q1
$274K Hold
12,060
0.01% 771
2013
Q4
$289K Hold
12,060
0.01% 758
2013
Q3
$302K Buy
12,060
+60
+0.5% +$1.5K 0.01% 695
2013
Q2
$233K Buy
+12,000
New +$233K 0.01% 734