Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-208
Closed -$11.8K 519
2025
Q1
$11.8K Buy
+208
New +$11.8K ﹤0.01% 466
2020
Q4
Sell
-568
Closed -$15K 505
2020
Q3
$15K Hold
568
﹤0.01% 357
2020
Q2
$12K Hold
568
﹤0.01% 365
2020
Q1
$10K Hold
568
﹤0.01% 365
2019
Q4
$13K Hold
568
﹤0.01% 360
2019
Q3
$11K Hold
568
﹤0.01% 379
2019
Q2
$11K Hold
568
﹤0.01% 374
2019
Q1
$9K Hold
568
﹤0.01% 380
2018
Q4
$7K Hold
568
﹤0.01% 386
2018
Q3
$7K Hold
568
﹤0.01% 411
2018
Q2
$8K Hold
568
﹤0.01% 396
2018
Q1
$7K Hold
568
﹤0.01% 414
2017
Q4
$6K Hold
568
﹤0.01% 439
2017
Q3
$5K Hold
568
﹤0.01% 453
2017
Q2
$5K Hold
568
﹤0.01% 461
2017
Q1
$4K Hold
568
﹤0.01% 475
2016
Q4
$4K Hold
568
﹤0.01% 451
2016
Q3
$4K Hold
568
﹤0.01% 445
2016
Q2
$3K Buy
+568
New +$3K ﹤0.01% 483