Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$8.78K Sell
50
-10
-17% -$1.76K ﹤0.01% 867
2024
Q4
$11.3K Hold
60
﹤0.01% 841
2024
Q3
$11.5K Hold
60
﹤0.01% 838
2024
Q2
$10.8K Buy
60
+10
+20% +$1.81K ﹤0.01% 860
2024
Q1
$8.86K Hold
50
﹤0.01% 867
2023
Q4
$7.69K Hold
50
﹤0.01% 863
2023
Q3
$6.98K Hold
50
﹤0.01% 879
2023
Q2
$7.38K Hold
50
﹤0.01% 900
2023
Q1
$7.6K Hold
50
﹤0.01% 867
2022
Q4
$6.77K Hold
50
﹤0.01% 880
2022
Q3
$6K Hold
50
﹤0.01% 886
2022
Q2
$6K Hold
50
﹤0.01% 917
2022
Q1
$8K Buy
+50
New +$8K ﹤0.01% 892
2020
Q2
Sell
-120
Closed -$10K 909
2020
Q1
$10K Hold
120
﹤0.01% 670
2019
Q4
$14K Sell
120
-139
-54% -$16.2K ﹤0.01% 671
2019
Q3
$26K Buy
+259
New +$26K ﹤0.01% 573
2015
Q2
Sell
-130
Closed -$7K 972
2015
Q1
$7K Sell
130
-241
-65% -$13K ﹤0.01% 722
2014
Q4
$22K Buy
371
+130
+54% +$7.71K ﹤0.01% 523
2014
Q3
$16K Buy
241
+217
+904% +$14.4K ﹤0.01% 570
2014
Q2
$2K Hold
24
﹤0.01% 758
2014
Q1
$2K Buy
+24
New +$2K ﹤0.01% 703