Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-35
Closed -$451 1444
2024
Q4
$451 Sell
35
-4
-10% -$52 ﹤0.01% 1409
2024
Q3
$783 Buy
39
+4
+11% +$80 ﹤0.01% 1338
2024
Q2
$615 Sell
35
-272
-89% -$4.78K ﹤0.01% 1361
2024
Q1
$5.51K Buy
307
+35
+13% +$628 ﹤0.01% 1157
2023
Q4
$5.24K Hold
272
﹤0.01% 1154
2023
Q3
$4.14K Hold
272
﹤0.01% 1159
2023
Q2
$5.64K Hold
272
﹤0.01% 1086
2023
Q1
$6.55K Hold
272
﹤0.01% 1087
2022
Q4
$7.82K Hold
272
﹤0.01% 1043
2022
Q3
$6K Hold
272
﹤0.01% 1089
2022
Q2
$6K Hold
272
﹤0.01% 1095
2022
Q1
$7K Buy
+272
New +$7K ﹤0.01% 1116
2018
Q3
Sell
-250
Closed -$3K 1233
2018
Q2
$3K Buy
+250
New +$3K ﹤0.01% 1150
2017
Q1
Sell
-500
Closed -$6K 1136
2016
Q4
$6K Hold
500
﹤0.01% 1049
2016
Q3
$6K Buy
500
+250
+100% +$3K ﹤0.01% 1003
2016
Q2
$3K Hold
250
﹤0.01% 1093
2016
Q1
$3K Buy
+250
New +$3K ﹤0.01% 1061
2015
Q3
Sell
-600
Closed -$8K 1185
2015
Q2
$8K Buy
+600
New +$8K ﹤0.01% 1043