Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$41.2K Hold
1,000
﹤0.01% 606
2024
Q4
$51.4K Hold
1,000
﹤0.01% 578
2024
Q3
$47.8K Hold
1,000
﹤0.01% 596
2024
Q2
$49.2K Hold
1,000
﹤0.01% 594
2024
Q1
$43.3K Hold
1,000
﹤0.01% 611
2023
Q4
$43.1K Buy
+1,000
New +$43.1K ﹤0.01% 590
2014
Q2
Sell
-1,650
Closed -$38K 794
2014
Q1
$38K Sell
1,650
-950
-37% -$21.9K 0.01% 404
2013
Q4
$54K Sell
2,600
-1,575
-38% -$32.7K 0.01% 368
2013
Q3
$75K Sell
4,175
-400
-9% -$7.19K 0.01% 317
2013
Q2
$95K Buy
+4,575
New +$95K 0.01% 293