Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-33
Closed -$8.86K 694
2025
Q1
$8.86K Buy
+33
New +$8.86K ﹤0.01% 525
2021
Q4
Sell
-333
Closed -$45K 598
2021
Q3
$45K Hold
333
﹤0.01% 325
2021
Q2
$47K Hold
333
﹤0.01% 322
2021
Q1
$41K Hold
333
﹤0.01% 331
2020
Q4
$43K Hold
333
0.01% 300
2020
Q3
$52K Hold
333
0.01% 266
2020
Q2
$47K Hold
333
0.01% 280
2020
Q1
$37K Hold
333
0.01% 275
2019
Q4
$45K Hold
333
0.01% 301
2019
Q3
$39K Hold
333
0.01% 315
2019
Q2
$46K Hold
333
0.01% 326
2019
Q1
$38K Hold
333
0.01% 330
2018
Q4
$33K Hold
333
0.01% 336
2018
Q3
$41K Hold
333
0.01% 323
2018
Q2
$39K Hold
333
0.01% 322
2018
Q1
$37K Hold
333
0.01% 303
2017
Q4
$38K Hold
333
0.01% 316
2017
Q3
$35K Hold
333
0.01% 333
2017
Q2
$35K Hold
333
0.01% 329
2017
Q1
$33K Hold
333
0.01% 325
2016
Q4
$28K Hold
333
0.01% 339
2016
Q3
$30K Hold
333
0.01% 323
2016
Q2
$27K Hold
333
0.01% 321
2016
Q1
$27K Hold
333
0.01% 282
2015
Q4
$26K Hold
333
0.01% 263
2015
Q3
$22K Hold
333
0.01% 234
2015
Q2
$24K Hold
333
0.01% 229
2015
Q1
$25K Hold
333
0.01% 249
2014
Q4
$23K Hold
333
0.01% 255
2014
Q3
$26K Hold
333
0.02% 201
2014
Q2
$26K Hold
333
0.02% 204
2014
Q1
$27K Buy
+333
New +$27K 0.02% 192