Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-421
Closed -$8.5K 529
2024
Q4
$8.5K Buy
+421
New +$8.5K ﹤0.01% 454
2018
Q2
Sell
-240
Closed -$11K 607
2018
Q1
$11K Hold
240
﹤0.01% 512
2017
Q4
$11K Hold
240
﹤0.01% 505
2017
Q3
$16K Hold
240
﹤0.01% 476
2017
Q2
$16K Hold
240
0.01% 482
2017
Q1
$16K Hold
240
0.01% 495
2016
Q4
$15K Hold
240
0.01% 498
2016
Q3
$15K Hold
240
0.01% 479
2016
Q2
$15K Hold
240
0.01% 478
2016
Q1
$14K Hold
240
0.01% 487
2015
Q4
$13K Hold
240
﹤0.01% 491
2015
Q3
$13K Hold
240
0.01% 492
2015
Q2
$12K Hold
240
﹤0.01% 507
2015
Q1
$13K Hold
240
﹤0.01% 509
2014
Q4
$13K Hold
240
﹤0.01% 507
2014
Q3
$11K Hold
240
﹤0.01% 518
2014
Q2
$12K Hold
240
﹤0.01% 509
2014
Q1
$10K Hold
240
﹤0.01% 504
2013
Q4
$10K Hold
240
﹤0.01% 490
2013
Q3
$10K Hold
240
﹤0.01% 479
2013
Q2
$11K Buy
+240
New +$11K ﹤0.01% 474