Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$583 Sell
29
-26
-47% -$523 ﹤0.01% 831
2025
Q1
$1.33K Buy
55
+6
+12% +$146 ﹤0.01% 728
2024
Q4
$1.66K Buy
+49
New +$1.66K ﹤0.01% 707
2015
Q3
Sell
-108
Closed -$3K 360
2015
Q2
$3K Sell
108
-162
-60% -$4.5K ﹤0.01% 381
2015
Q1
$9K Sell
270
-37
-12% -$1.23K ﹤0.01% 298
2014
Q4
$7K Buy
+307
New +$7K ﹤0.01% 328