Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204 Buy
+3
New +$204 ﹤0.01% 1877
2025
Q1
Sell
-2
Closed -$138 1798
2024
Q4
$138 Buy
+2
New +$138 ﹤0.01% 1730
2023
Q1
Sell
-8
Closed -$1K 1958
2022
Q4
$1K Buy
+8
New +$1K ﹤0.01% 1634
2020
Q2
Sell
-200
Closed -$15K 1330
2020
Q1
$15K Hold
200
﹤0.01% 1059
2019
Q4
$17K Buy
+200
New +$17K ﹤0.01% 1070
2018
Q4
Sell
-200
Closed -$14K 900
2018
Q3
$14K Buy
+200
New +$14K ﹤0.01% 1139
2017
Q1
Sell
-200
Closed -$20K 839
2016
Q4
$20K Buy
+200
New +$20K ﹤0.01% 932