Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201 Hold
10
﹤0.01% 1018
2025
Q1
$242 Buy
+10
New +$242 ﹤0.01% 1030
2024
Q2
Sell
-55
Closed -$3.23K 1184
2024
Q1
$3.23K Hold
55
﹤0.01% 844
2023
Q4
$2.97K Hold
55
﹤0.01% 811
2023
Q3
$2.75K Hold
55
﹤0.01% 812
2023
Q2
$2.83K Buy
+55
New +$2.83K ﹤0.01% 821
2023
Q1
Sell
-9
Closed -$476 1181
2022
Q4
$476 Buy
+9
New +$476 ﹤0.01% 1086
2022
Q3
Sell
-55
Closed -$2.55K 1123
2022
Q2
$2.55K Buy
+55
New +$2.55K ﹤0.01% 800
2020
Q1
Sell
-107
Closed -$1.85K 913
2019
Q4
$1.85K Buy
+107
New +$1.85K ﹤0.01% 785
2018
Q3
Sell
-595
Closed -$17.1K 727
2018
Q2
$17.1K Hold
595
0.01% 383
2018
Q1
$18.1K Hold
595
0.01% 356
2017
Q4
$21.2K Buy
595
+195
+49% +$6.94K 0.02% 328
2017
Q3
$13.7K Buy
+400
New +$13.7K 0.01% 390