Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$34.7K Hold
87
﹤0.01% 645
2024
Q4
$31.2K Hold
87
﹤0.01% 673
2024
Q3
$30.1K Hold
87
﹤0.01% 685
2024
Q2
$25.5K Hold
87
﹤0.01% 707
2024
Q1
$29K Buy
+87
New +$29K ﹤0.01% 683
2021
Q3
Sell
-50
Closed -$12K 1132
2021
Q2
$12K Hold
50
﹤0.01% 863
2021
Q1
$12K Hold
50
﹤0.01% 752
2020
Q4
$11K Buy
+50
New +$11K ﹤0.01% 734
2020
Q3
Sell
-42
Closed -$8K 927
2020
Q2
$8K Sell
42
-11
-21% -$2.1K ﹤0.01% 722
2020
Q1
$9K Buy
53
+11
+26% +$1.87K ﹤0.01% 679
2019
Q4
$9K Hold
42
﹤0.01% 727
2019
Q3
$8K Hold
42
﹤0.01% 746
2019
Q2
$8K Buy
+42
New +$8K ﹤0.01% 737
2015
Q4
Sell
-95
Closed -$8K 924
2015
Q3
$8K Hold
95
﹤0.01% 681
2015
Q2
$9K Hold
95
﹤0.01% 709
2015
Q1
$9K Hold
95
﹤0.01% 683
2014
Q4
$9K Buy
+95
New +$9K ﹤0.01% 628