Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5
Closed -$429 656
2024
Q4
$429 Hold
5
﹤0.01% 576
2024
Q3
$517 Hold
5
﹤0.01% 545
2024
Q2
$426 Buy
+5
New +$426 ﹤0.01% 543
2020
Q1
Sell
-116
Closed -$10K 324
2019
Q4
$10K Buy
116
+1
+0.9% +$86 0.01% 237
2019
Q3
$8K Buy
+115
New +$8K ﹤0.01% 272
2019
Q1
Hold
0
341
2018
Q4
Sell
-3,091
Closed -$247K 351
2018
Q3
$247K Buy
+3,091
New +$247K 0.16% 140