Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-139
Closed -$2.12K 2126
2025
Q1
$2.12K Buy
+139
New +$2.12K ﹤0.01% 1654
2021
Q4
Sell
-99
Closed -$1K 1369
2021
Q3
$1K Hold
99
﹤0.01% 1368
2021
Q2
$2K Hold
99
﹤0.01% 1335
2021
Q1
$1K Sell
99
-10
-9% -$101 ﹤0.01% 1272
2020
Q4
$1K Hold
109
﹤0.01% 1196
2020
Q3
$1K Hold
109
﹤0.01% 1167
2020
Q2
$1K Buy
+109
New +$1K ﹤0.01% 1113
2018
Q4
Sell
-10
Closed 708
2018
Q3
$0 Hold
10
﹤0.01% 798
2018
Q2
$0 Hold
10
﹤0.01% 777
2018
Q1
$0 Hold
10
﹤0.01% 735
2017
Q4
$0 Hold
10
﹤0.01% 755
2017
Q3
$0 Sell
10
-100
-91% ﹤0.01% 797
2017
Q2
$4K Hold
110
﹤0.01% 562
2017
Q1
$4K Buy
110
+100
+1,000% +$3.64K ﹤0.01% 521
2016
Q4
$0 Buy
+10
New ﹤0.01% 745