Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7
Closed -$1.64K 2484
2025
Q1
$1.64K Hold
7
﹤0.01% 2039
2024
Q4
$2.76K Buy
+7
New +$2.76K ﹤0.01% 1933
2023
Q1
Sell
-51
Closed -$13.6K 2544
2022
Q4
$13.6K Hold
51
﹤0.01% 1412
2022
Q3
$11K Hold
51
﹤0.01% 1490
2022
Q2
$10K Buy
+51
New +$10K ﹤0.01% 1590
2022
Q1
Sell
-68
Closed -$35K 2183
2021
Q4
$35K Sell
68
-3
-4% -$1.54K ﹤0.01% 1072
2021
Q3
$47K Hold
71
﹤0.01% 928
2021
Q2
$47K Hold
71
﹤0.01% 812
2021
Q1
$41K Buy
+71
New +$41K ﹤0.01% 818
2016
Q2
Sell
-365
Closed -$15K 1391
2016
Q1
$15K Sell
365
-1,203
-77% -$49.4K ﹤0.01% 884
2015
Q4
$124K Sell
1,568
-448
-22% -$35.4K 0.02% 327
2015
Q3
$188K Hold
2,016
0.03% 299
2015
Q2
$197K Hold
2,016
0.03% 309
2015
Q1
$199K Hold
2,016
0.03% 312
2014
Q4
$194K Sell
2,016
-190
-9% -$18.3K 0.03% 317
2014
Q3
$175K Sell
2,206
-144
-6% -$11.4K 0.03% 328
2014
Q2
$198K Hold
2,350
0.03% 327
2014
Q1
$163K Buy
2,350
+135
+6% +$9.36K 0.02% 336
2013
Q4
$128K Buy
+2,215
New +$128K 0.02% 362