Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-273
Closed -$10.6K 2400
2024
Q4
$10.6K Buy
+273
New +$10.6K ﹤0.01% 1581
2023
Q3
Sell
-114
Closed -$4.15K 2519
2023
Q2
$4.15K Hold
114
﹤0.01% 1851
2023
Q1
$3.5K Buy
+114
New +$3.5K ﹤0.01% 1921
2022
Q2
Sell
-7
Closed 2577
2022
Q1
$0 Hold
7
﹤0.01% 2342
2021
Q4
$0 Hold
7
﹤0.01% 2460
2021
Q3
$0 Buy
+7
New ﹤0.01% 2447
2015
Q1
Sell
-87
Closed -$4K 1572
2014
Q4
$4K Sell
87
-184
-68% -$8.46K ﹤0.01% 1281
2014
Q3
$18K Buy
271
+14
+5% +$930 ﹤0.01% 864
2014
Q2
$17K Buy
+257
New +$17K ﹤0.01% 885
2014
Q1
Sell
-41
Closed -$3K 1525
2013
Q4
$3K Buy
+41
New +$3K ﹤0.01% 1193