Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$12.2K Buy
+116
New +$12.2K ﹤0.01% 157
2022
Q3
Hold
0
591
2022
Q2
Hold
0
612
2022
Q1
Hold
0
542
2021
Q4
Hold
0
625
2021
Q3
Hold
0
740
2021
Q2
Hold
0
879
2021
Q1
Hold
0
927
2020
Q4
Hold
0
567
2020
Q3
Hold
0
371
2020
Q2
Sell
-3,496
Closed -$427K 257
2020
Q1
$427K Buy
+3,496
New +$427K 0.04% 54