Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.98K Buy
+70
New +$3.98K ﹤0.01% 976
2023
Q2
Sell
-225
Closed -$10.7K 1263
2023
Q1
$10.7K Hold
225
﹤0.01% 815
2022
Q4
$9.44K Hold
225
﹤0.01% 832
2022
Q3
$7K Buy
+225
New +$7K ﹤0.01% 869
2018
Q2
Sell
-221
Closed -$9K 833
2018
Q1
$9K Hold
221
﹤0.01% 701
2017
Q4
$8K Buy
+221
New +$8K ﹤0.01% 714
2016
Q2
Sell
-270
Closed -$8K 936
2016
Q1
$8K Hold
270
﹤0.01% 726
2015
Q4
$8K Hold
270
﹤0.01% 700
2015
Q3
$12K Hold
270
﹤0.01% 625
2015
Q2
$10K Buy
+270
New +$10K ﹤0.01% 700
2014
Q3
Sell
-600
Closed -$9K 807
2014
Q2
$9K Hold
600
﹤0.01% 629
2014
Q1
$7K Buy
+600
New +$7K ﹤0.01% 615