Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.6K Buy
+200
New +$65.6K ﹤0.01% 453
2024
Q4
Sell
-200
Closed -$52.3K 424
2024
Q3
$52.3K Hold
200
﹤0.01% 418
2024
Q2
$44.7K Buy
+200
New +$44.7K ﹤0.01% 410
2021
Q1
Sell
-12,000
Closed -$1.59M 594
2020
Q4
$1.59M Sell
12,000
-7,500
-38% -$993K 0.04% 570
2020
Q3
$2.04M Sell
19,500
-1,000
-5% -$105K 0.06% 565
2020
Q2
$2.04M Sell
20,500
-2,400
-10% -$239K 0.06% 596
2020
Q1
$1.71M Sell
22,900
-3,900
-15% -$291K 0.06% 617
2019
Q4
$3.06M Buy
26,800
+3,200
+14% +$365K 0.09% 552
2019
Q3
$2.95M Buy
23,600
+2,400
+11% +$300K 0.09% 543
2019
Q2
$2.84M Buy
+21,200
New +$2.84M 0.08% 573