Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.8K Hold
1,000
﹤0.01% 707
2025
Q1
$81.5K Hold
1,000
﹤0.01% 697
2024
Q4
$73K Sell
1,000
-7
-0.7% -$511 ﹤0.01% 720
2024
Q3
$59.9K Buy
1,007
+7
+0.7% +$416 ﹤0.01% 747
2024
Q2
$51.1K Buy
+1,000
New +$51.1K ﹤0.01% 770
2022
Q3
Sell
-38
Closed -$1K 1427
2022
Q2
$1K Hold
38
﹤0.01% 1333
2022
Q1
$1K Buy
+38
New +$1K ﹤0.01% 1318
2019
Q3
Sell
-230
Closed -$8K 1199
2019
Q2
$8K Hold
230
﹤0.01% 989
2019
Q1
$8K Sell
230
-51
-18% -$1.77K ﹤0.01% 950
2018
Q4
$8K Hold
281
﹤0.01% 954
2018
Q3
$11K Hold
281
﹤0.01% 986
2018
Q2
$10K Buy
281
+230
+451% +$8.19K ﹤0.01% 989
2018
Q1
$2K Hold
51
﹤0.01% 1213
2017
Q4
$3K Hold
51
﹤0.01% 1160
2017
Q3
$3K Buy
+51
New +$3K ﹤0.01% 1129