Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.6K Sell
11,463
-1,511
-12% -$4.56K ﹤0.01% 433
2025
Q1
$39.7K Sell
12,974
-2,184
-14% -$6.68K ﹤0.01% 422
2024
Q4
$53.7K Buy
+15,158
New +$53.7K ﹤0.01% 467
2019
Q3
Sell
-1,010
Closed -$2K 849
2019
Q2
$2K Hold
1,010
﹤0.01% 709
2019
Q1
$2K Sell
1,010
-1
-0.1% -$2 ﹤0.01% 678
2018
Q4
$1K Sell
1,011
-66
-6% -$65 ﹤0.01% 792
2018
Q3
$2K Buy
1,077
+696
+183% +$1.29K ﹤0.01% 656
2018
Q2
$0 Buy
+381
New ﹤0.01% 1032