Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4
Closed -$91 616
2025
Q1
$91 Buy
+4
New +$91 ﹤0.01% 600
2024
Q2
Sell
-354
Closed -$10.1K 728
2024
Q1
$10.1K Sell
354
-239
-40% -$6.84K ﹤0.01% 514
2023
Q4
$17.8K Hold
593
﹤0.01% 448
2023
Q3
$18.4K Buy
+593
New +$18.4K ﹤0.01% 458
2021
Q1
Sell
-2
Closed 590
2020
Q4
$0 Hold
2
﹤0.01% 804
2020
Q3
$0 Hold
2
﹤0.01% 707
2020
Q2
$0 Hold
2
﹤0.01% 675
2020
Q1
$0 Buy
+2
New ﹤0.01% 672
2017
Q3
Sell
-8
Closed 559
2017
Q2
$0 Buy
+8
New ﹤0.01% 582
2017
Q1
Sell
-4
Closed 626
2016
Q4
$0 Buy
+4
New ﹤0.01% 568