Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.9K Hold
1,000
0.01% 153
2025
Q1
$33.8K Hold
1,000
0.02% 148
2024
Q4
$29.6K Hold
1,000
0.02% 148
2024
Q3
$31.4K Hold
1,000
0.02% 149
2024
Q2
$36.1K Hold
1,000
0.02% 141
2024
Q1
$37.7K Hold
1,000
0.02% 121
2023
Q4
$35.4K Hold
1,000
0.02% 125
2023
Q3
$38.7K Hold
1,000
0.02% 130
2023
Q2
$35.3K Hold
1,000
0.02% 136
2023
Q1
$37.9K Hold
1,000
0.02% 130
2022
Q4
$34.9K Buy
+1,000
New +$34.9K 0.02% 130
2014
Q4
Sell
-6,174
Closed -$222K 138
2014
Q3
$222K Sell
6,174
-611
-9% -$22K 0.04% 123
2014
Q2
$293K Hold
6,785
0.06% 104
2014
Q1
$267K Hold
6,785
0.05% 109
2013
Q4
$270K Sell
6,785
-866
-11% -$34.5K 0.06% 91
2013
Q3
$263K Hold
7,651
0.05% 96
2013
Q2
$261K Buy
+7,651
New +$261K 0.07% 86