Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140 Hold
4
﹤0.01% 1414
2025
Q1
$152 Buy
+4
New +$152 ﹤0.01% 1356
2021
Q3
Sell
-59
Closed -$4K 799
2021
Q2
$4K Hold
59
﹤0.01% 555
2021
Q1
$4K Hold
59
﹤0.01% 513
2020
Q4
$3K Hold
59
﹤0.01% 395
2020
Q3
$2K Hold
59
﹤0.01% 397
2020
Q2
$2K Hold
59
﹤0.01% 403
2020
Q1
$2K Sell
59
-1,000
-94% -$33.9K ﹤0.01% 377
2019
Q4
$74K Buy
1,059
+59
+6% +$4.12K 0.02% 156
2019
Q3
$63K Buy
+1,000
New +$63K 0.03% 147
2018
Q2
Sell
-9
Closed -$1K 379
2018
Q1
$1K Hold
9
﹤0.01% 338
2017
Q4
$1K Hold
9
﹤0.01% 333
2017
Q3
$1K Buy
+9
New +$1K ﹤0.01% 322