Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,900
Closed -$15.9K 4736
2024
Q4
$15.9K Buy
+5,900
New +$15.9K ﹤0.01% 2349
2024
Q2
Sell
-3,534
Closed -$9.79K 3361
2024
Q1
$9.79K Buy
+3,534
New +$9.79K ﹤0.01% 2241
2023
Q1
Sell
-66
Closed -$1K 4479
2022
Q4
$1K Hold
66
﹤0.01% 4524
2022
Q3
$1K Hold
66
﹤0.01% 4713
2022
Q2
$1K Hold
66
﹤0.01% 4482
2022
Q1
$1K Buy
+66
New +$1K ﹤0.01% 4482
2019
Q4
Sell
-66
Closed 3684
2019
Q3
$0 Buy
+66
New ﹤0.01% 3697
2017
Q4
Sell
-66
Closed 4079
2017
Q3
$0 Hold
66
﹤0.01% 4186
2017
Q2
$0 Hold
66
﹤0.01% 4197
2017
Q1
$0 Hold
66
﹤0.01% 4112
2016
Q4
$0 Hold
66
﹤0.01% 4122
2016
Q3
$0 Hold
66
﹤0.01% 4044
2016
Q2
$0 Buy
+66
New ﹤0.01% 4229