Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$826 Sell
9
-7
-44% -$642 ﹤0.01% 1948
2025
Q1
$1.41K Buy
16
+4
+33% +$352 ﹤0.01% 1820
2024
Q4
$1.11K Sell
12
-8
-40% -$740 ﹤0.01% 1665
2024
Q3
$1.86K Buy
+20
New +$1.86K ﹤0.01% 1760
2022
Q2
Sell
-97
Closed -$4K 1902
2022
Q1
$4K Hold
97
﹤0.01% 1639
2021
Q4
$5K Buy
+97
New +$5K ﹤0.01% 1627
2021
Q2
Sell
-503
Closed -$24K 1791
2021
Q1
$24K Hold
503
﹤0.01% 1133
2020
Q4
$21K Buy
503
+40
+9% +$1.67K ﹤0.01% 1103
2020
Q3
$17K Sell
463
-40
-8% -$1.47K ﹤0.01% 1123
2020
Q2
$17K Sell
503
-33
-6% -$1.12K ﹤0.01% 1137
2020
Q1
$14K Sell
536
-25
-4% -$653 ﹤0.01% 1155
2019
Q4
$23K Buy
561
+209
+59% +$8.57K ﹤0.01% 1137
2019
Q3
$12K Hold
352
﹤0.01% 1312
2019
Q2
$12K Hold
352
﹤0.01% 1171
2019
Q1
$11K Buy
+352
New +$11K ﹤0.01% 1146
2018
Q3
Sell
-28
Closed -$1K 1490
2018
Q2
$1K Buy
+28
New +$1K ﹤0.01% 1441