Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-251
Closed -$12.2K 503
2025
Q1
$12.2K Buy
+251
New +$12.2K ﹤0.01% 461
2021
Q1
Sell
-419
Closed -$24K 521
2020
Q4
$24K Hold
419
0.01% 343
2020
Q3
$19K Hold
419
﹤0.01% 340
2020
Q2
$19K Hold
419
﹤0.01% 339
2020
Q1
$14K Hold
419
﹤0.01% 339
2019
Q4
$20K Hold
419
﹤0.01% 328
2019
Q3
$18K Hold
419
﹤0.01% 339
2019
Q2
$22K Hold
419
0.01% 312
2019
Q1
$20K Hold
419
0.01% 322
2018
Q4
$18K Hold
419
0.01% 322
2018
Q3
$19K Hold
419
0.01% 340
2018
Q2
$19K Hold
419
0.01% 335
2018
Q1
$17K Hold
419
0.01% 349
2017
Q4
$17K Buy
+419
New +$17K 0.01% 358
2014
Q4
Sell
-173
Closed -$9K 434
2014
Q3
$9K Hold
173
0.01% 357
2014
Q2
$10K Hold
173
0.01% 351
2014
Q1
$10K Hold
173
0.01% 338
2013
Q4
$10K Buy
+173
New +$10K 0.01% 330