Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-47
Closed -$1.99K 2173
2025
Q1
$1.99K Buy
+47
New +$1.99K ﹤0.01% 1969
2024
Q2
Sell
-43
Closed -$2.48K 2205
2024
Q1
$2.48K Hold
43
﹤0.01% 1481
2023
Q4
$2.27K Hold
43
﹤0.01% 1485
2023
Q3
$1.65K Hold
43
﹤0.01% 1545
2023
Q2
$1.88K Hold
43
﹤0.01% 1522
2023
Q1
$1.6K Hold
43
﹤0.01% 1547
2022
Q4
$1K Hold
43
﹤0.01% 1665
2022
Q3
$1K Buy
+43
New +$1K ﹤0.01% 1703
2016
Q2
Sell
-14,255
Closed -$489K 364
2016
Q1
$489K Sell
14,255
-1,225
-8% -$42K 0.02% 237
2015
Q4
$535K Buy
+15,480
New +$535K 0.02% 235