Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37.8K Hold
209
﹤0.01% 997
2025
Q1
$36.2K Sell
209
-41
-16% -$7.11K ﹤0.01% 994
2024
Q4
$49.2K Hold
250
﹤0.01% 939
2024
Q3
$50.5K Buy
250
+41
+20% +$8.28K ﹤0.01% 920
2024
Q2
$35K Hold
209
﹤0.01% 977
2024
Q1
$33.4K Hold
209
﹤0.01% 1016
2023
Q4
$30.3K Hold
209
﹤0.01% 1013
2023
Q3
$23.6K Hold
209
﹤0.01% 1084
2023
Q2
$22.7K Hold
209
﹤0.01% 1095
2023
Q1
$21.1K Hold
209
﹤0.01% 1148
2022
Q4
$18.3K Hold
209
﹤0.01% 1168
2022
Q3
$15K Hold
209
﹤0.01% 1261
2022
Q2
$17K Hold
209
﹤0.01% 1211
2022
Q1
$18K Hold
209
﹤0.01% 1225
2021
Q4
$17K Hold
209
﹤0.01% 1224
2021
Q3
$16K Buy
+209
New +$16K ﹤0.01% 1175
2015
Q2
Sell
-188
Closed -$14K 1254
2015
Q1
$14K Buy
188
+113
+151% +$8.42K ﹤0.01% 952
2014
Q4
$6K Hold
75
﹤0.01% 934
2014
Q3
$5K Hold
75
﹤0.01% 935
2014
Q2
$5K Hold
75
﹤0.01% 938
2014
Q1
$5K Buy
+75
New +$5K ﹤0.01% 960