Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-40
Closed -$1.22K 258
2025
Q1
$1.22K Hold
40
﹤0.01% 738
2024
Q4
$1.51K Hold
40
﹤0.01% 818
2024
Q3
$1.54K Hold
40
﹤0.01% 813
2024
Q2
$1.59K Buy
+40
New +$1.59K ﹤0.01% 825
2020
Q4
Sell
-222
Closed -$3K 992
2020
Q3
$3K Buy
+222
New +$3K ﹤0.01% 831
2018
Q3
Sell
-29
Closed -$1K 232
2018
Q2
$1K Buy
+29
New +$1K ﹤0.01% 842
2016
Q4
Sell
-8,323
Closed -$203K 216
2016
Q3
$203K Sell
8,323
-4,166
-33% -$102K 0.01% 198
2016
Q2
$278K Buy
+12,489
New +$278K 0.02% 181