Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3790
2023
Q4
Sell
-25
Closed -$565 3043
2023
Q3
$565 Buy
+25
New +$565 ﹤0.01% 3089
2021
Q4
Sell
-51
Closed -$5K 3323
2021
Q3
$5K Buy
+51
New +$5K ﹤0.01% 2473
2021
Q2
Hold
0
3028
2021
Q1
Hold
0
2964
2020
Q4
Sell
-3
Closed 2902
2020
Q3
$0 Buy
+3
New ﹤0.01% 2806
2020
Q2
Hold
0
2702
2020
Q1
Hold
0
2707
2017
Q4
Sell
-51
Closed -$4K 3735
2017
Q3
$4K Hold
51
﹤0.01% 3429
2017
Q2
$4K Hold
51
﹤0.01% 3441
2017
Q1
$4K Hold
51
﹤0.01% 3346
2016
Q4
$4K Buy
+51
New +$4K ﹤0.01% 3341
2016
Q3
Hold
0
3864
2016
Q2
Hold
0
3802
2016
Q1
Hold
0
2363
2015
Q4
Hold
0
3687