Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-78
Closed -$7.4K 489
2025
Q1
$7.4K Buy
+78
New +$7.4K ﹤0.01% 532
2021
Q3
Sell
-43
Closed -$3K 486
2021
Q2
$3K Sell
43
-6
-12% -$419 ﹤0.01% 469
2021
Q1
$3K Hold
49
﹤0.01% 469
2020
Q4
$3K Sell
49
-5
-9% -$306 ﹤0.01% 453
2020
Q3
$3K Hold
54
﹤0.01% 459
2020
Q2
$3K Sell
54
-2
-4% -$111 ﹤0.01% 453
2020
Q1
$3K Sell
56
-55
-50% -$2.95K ﹤0.01% 438
2019
Q4
$6K Sell
111
-22
-17% -$1.19K ﹤0.01% 416
2019
Q3
$8K Sell
133
-23
-15% -$1.38K ﹤0.01% 407
2019
Q2
$10K Buy
+156
New +$10K ﹤0.01% 379