Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Hold
23
﹤0.01% 1337
2025
Q1
$1K Hold
23
﹤0.01% 1326
2024
Q4
$1K Buy
23
+1
+5% +$43 ﹤0.01% 1243
2024
Q3
$1K Buy
+22
New +$1K ﹤0.01% 1244
2021
Q3
Sell
-16
Closed -$1K 988
2021
Q2
$1K Hold
16
﹤0.01% 901
2021
Q1
$1K Buy
+16
New +$1K ﹤0.01% 997
2019
Q1
Sell
-235
Closed -$10K 661
2018
Q4
$10K Hold
235
﹤0.01% 464
2018
Q3
$10K Hold
235
﹤0.01% 444
2018
Q2
$11K Buy
+235
New +$11K ﹤0.01% 455
2015
Q4
Sell
-549
Closed -$15.5K 380
2015
Q3
$15.5K Sell
549
-1,071
-66% -$30.2K ﹤0.01% 325
2015
Q2
$58.8K Sell
1,620
-89
-5% -$3.23K 0.01% 264
2015
Q1
$67.1K Buy
1,709
+1,035
+154% +$40.7K 0.01% 248
2014
Q4
$27K Buy
674
+378
+128% +$15.1K 0.01% 320
2014
Q3
$14.7K Hold
296
﹤0.01% 327
2014
Q2
$17.1K Buy
296
+119
+67% +$6.88K ﹤0.01% 319
2014
Q1
$10.2K Buy
+177
New +$10.2K ﹤0.01% 316