Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6
Closed -$1.57K 998
2024
Q4
$1.57K Hold
6
﹤0.01% 869
2024
Q3
$1.4K Hold
6
﹤0.01% 873
2024
Q2
$1.21K Hold
6
﹤0.01% 889
2024
Q1
$1.03K Hold
6
﹤0.01% 881
2023
Q4
$1.3K Buy
+6
New +$1.3K ﹤0.01% 813
2017
Q4
Sell
-2,222
Closed -$122K 511
2017
Q3
$122K Hold
2,222
0.02% 153
2017
Q2
$114K Hold
2,222
0.02% 152
2017
Q1
$96K Hold
2,222
0.02% 171
2016
Q4
$84K Hold
2,222
0.02% 162
2016
Q3
$91K Hold
2,222
0.02% 148
2016
Q2
$67K Hold
2,222
0.02% 191
2016
Q1
$74K Buy
+2,222
New +$74K 0.02% 157