Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-34
Closed -$805 903
2025
Q1
$805 Hold
34
﹤0.01% 852
2024
Q4
$789 Buy
+34
New +$789 ﹤0.01% 933
2022
Q4
Sell
-56
Closed -$2K 828
2022
Q3
$2K Buy
+56
New +$2K ﹤0.01% 666
2020
Q3
Sell
-38
Closed -$2K 466
2020
Q2
$2K Buy
+38
New +$2K ﹤0.01% 432
2017
Q4
Sell
-209
Closed -$10K 481
2017
Q3
$10K Hold
209
﹤0.01% 341
2017
Q2
$9K Sell
209
-712
-77% -$30.7K ﹤0.01% 368
2017
Q1
$41K Buy
+921
New +$41K 0.01% 246