Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29.5K Buy
+4
New +$29.5K ﹤0.01% 1140
2024
Q1
Sell
-1
Closed -$7K 2359
2023
Q4
$7K Hold
1
﹤0.01% 1412
2023
Q3
$5.96K Hold
1
﹤0.01% 1375
2023
Q2
$6.35K Hold
1
﹤0.01% 1450
2023
Q1
$5.57K Hold
1
﹤0.01% 1460
2022
Q4
$4.61K Buy
+1
New +$4.61K ﹤0.01% 1485
2022
Q3
Sell
-1
Closed -$4K 1959
2022
Q2
$4K Buy
+1
New +$4K ﹤0.01% 1554
2020
Q1
Sell
-30
Closed -$114K 1882
2019
Q4
$114K Buy
30
+5
+20% +$19K 0.01% 643
2019
Q3
$93K Sell
25
-5
-17% -$18.6K 0.01% 692
2019
Q2
$101K Buy
+30
New +$101K 0.01% 607