Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$794 Hold
9
﹤0.01% 1106
2024
Q4
$853 Hold
9
﹤0.01% 1113
2024
Q3
$983 Hold
9
﹤0.01% 1087
2024
Q2
$1.03K Hold
9
﹤0.01% 1149
2024
Q1
$1.3K Hold
9
﹤0.01% 1091
2023
Q4
$1.27K Hold
9
﹤0.01% 1047
2023
Q3
$1.21K Buy
+9
New +$1.21K ﹤0.01% 1065
2023
Q2
Sell
-109
Closed -$15.2K 1247
2023
Q1
$15.2K Buy
+109
New +$15.2K ﹤0.01% 747
2020
Q2
Sell
-17
Closed -$1K 934
2020
Q1
$1K Buy
+17
New +$1K ﹤0.01% 868
2018
Q4
Sell
-200
Closed -$29K 785
2018
Q3
$29K Hold
200
﹤0.01% 538
2018
Q2
$37K Hold
200
﹤0.01% 499
2018
Q1
$37K Hold
200
﹤0.01% 506
2017
Q4
$35K Hold
200
﹤0.01% 500
2017
Q3
$35K Hold
200
﹤0.01% 492
2017
Q2
$28K Hold
200
﹤0.01% 532
2017
Q1
$28K Hold
200
﹤0.01% 541
2016
Q4
$26K Hold
200
﹤0.01% 537
2016
Q3
$24K Hold
200
﹤0.01% 533
2016
Q2
$20K Hold
200
﹤0.01% 558
2016
Q1
$22K Hold
200
﹤0.01% 561
2015
Q4
$25K Sell
200
-45
-18% -$5.63K ﹤0.01% 522
2015
Q3
$27K Buy
245
+45
+23% +$4.96K ﹤0.01% 515
2015
Q2
$22K Hold
200
﹤0.01% 580
2015
Q1
$22K Hold
200
﹤0.01% 575
2014
Q4
$20K Hold
200
﹤0.01% 541
2014
Q3
$17K Buy
+200
New +$17K ﹤0.01% 563