Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42K Buy
+2,223
New +$2.42K ﹤0.01% 4603
2025
Q1
Sell
-353
Closed -$409 4944
2024
Q4
$409 Buy
+353
New +$409 ﹤0.01% 4765
2024
Q1
Sell
-15
Closed -$168 4894
2023
Q4
$168 Hold
15
﹤0.01% 4728
2023
Q3
$112 Hold
15
﹤0.01% 4623
2023
Q2
$297 Hold
15
﹤0.01% 4652
2023
Q1
$327 Sell
15
-205
-93% -$4.47K ﹤0.01% 4496
2022
Q4
$6.43K Buy
220
+177
+412% +$5.17K ﹤0.01% 4253
2022
Q3
$3K Buy
43
+28
+187% +$1.95K ﹤0.01% 4609
2022
Q2
$1K Hold
15
﹤0.01% 5263
2022
Q1
$1K Hold
15
﹤0.01% 5369
2021
Q4
$3K Hold
15
﹤0.01% 4930
2021
Q3
$3K Hold
15
﹤0.01% 4876
2021
Q2
$4K Buy
+15
New +$4K ﹤0.01% 5197
2015
Q1
Hold
0
-$1K 5606
2014
Q4
Hold
0
5339
2014
Q3
Hold
0
5547
2014
Q2
Sell
-1
Closed -$33K 5596
2014
Q1
$33K Sell
1
-1
-50% -$33K ﹤0.01% 4228
2013
Q4
$87K Buy
+2
New +$87K ﹤0.01% 3801
2013
Q3
Sell
-1
Closed -$17K 4826
2013
Q2
$17K Buy
+1
New +$17K ﹤0.01% 4267