Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
696
2025
Q1
Hold
0
710
2024
Q4
Hold
0
691
2023
Q1
Sell
-500
Closed -$86.6K 521
2022
Q4
$86.6K Buy
500
+196
+64% +$33.9K ﹤0.01% 350
2022
Q3
$45K Buy
+304
New +$45K ﹤0.01% 447
2022
Q2
Hold
0
635
2020
Q3
Sell
-82
Closed -$11K 447
2020
Q2
$11K Buy
+82
New +$11K ﹤0.01% 288
2020
Q1
Sell
-1,360
Closed -$206K 408
2019
Q4
$206K Buy
+1,360
New +$206K 0.01% 230