Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-597
Closed -$5.43K 1419
2024
Q4
$5.43K Sell
597
-83
-12% -$754 ﹤0.01% 1134
2024
Q3
$6.15K Hold
680
﹤0.01% 1096
2024
Q2
$5.64K Buy
+680
New +$5.64K ﹤0.01% 1057
2017
Q2
Sell
-1,051
Closed -$6K 909
2017
Q1
$6K Hold
1,051
﹤0.01% 817
2016
Q4
$6K Buy
+1,051
New +$6K ﹤0.01% 820