Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.5K Buy
524
+67
+15% +$1.47K ﹤0.01% 1766
2025
Q1
$8.95K Buy
+457
New +$8.95K ﹤0.01% 1839
2023
Q3
Sell
-778
Closed -$10.5K 2352
2023
Q2
$10.5K Buy
+778
New +$10.5K ﹤0.01% 1606
2023
Q1
Sell
-144
Closed -$2K 2324
2022
Q4
$2K Sell
144
-209
-59% -$2.9K ﹤0.01% 2020
2022
Q3
$3K Hold
353
﹤0.01% 1805
2022
Q2
$4K Buy
+353
New +$4K ﹤0.01% 1806
2014
Q4
Sell
-943
Closed -$13K 720
2014
Q3
$13K Sell
943
-186
-16% -$2.56K ﹤0.01% 1004
2014
Q2
$16K Buy
1,129
+373
+49% +$5.29K 0.01% 910
2014
Q1
$11K Sell
756
-141
-16% -$2.05K ﹤0.01% 936
2013
Q4
$13K Buy
897
+654
+269% +$9.48K 0.01% 847
2013
Q3
$3K Buy
+243
New +$3K ﹤0.01% 1280