Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19
Closed -$441 540
2024
Q4
$441 Sell
19
-90
-83% -$2.09K ﹤0.01% 535
2024
Q3
$3.79K Buy
109
+90
+474% +$3.13K ﹤0.01% 552
2024
Q2
$616 Buy
+19
New +$616 ﹤0.01% 584
2023
Q4
Sell
-68
Closed -$2.6K 603
2023
Q3
$2.6K Hold
68
﹤0.01% 476
2023
Q2
$3.1K Buy
+68
New +$3.1K ﹤0.01% 496
2022
Q1
Sell
-13
Closed -$1K 254
2021
Q4
$1K Buy
+13
New +$1K ﹤0.01% 617
2014
Q1
Sell
-1,500
Closed -$64.9K 176
2013
Q4
$64.9K Hold
1,500
0.01% 240
2013
Q3
$64.1K Hold
1,500
0.01% 241
2013
Q2
$62K Buy
+1,500
New +$62K 0.01% 250