Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.9K Buy
36
+7
+24% +$2.31K ﹤0.01% 549
2025
Q1
$9.54K Buy
+29
New +$9.54K ﹤0.01% 477
2022
Q3
Sell
-54
Closed -$14K 372
2022
Q2
$14K Hold
54
0.01% 141
2022
Q1
$13K Hold
54
0.01% 150
2021
Q4
$12K Hold
54
0.01% 159
2021
Q3
$11K Hold
54
0.01% 164
2021
Q2
$13K Buy
+54
New +$13K 0.01% 144
2021
Q1
Sell
-54
Closed -$11K 115
2020
Q4
$11K Hold
54
0.01% 152
2020
Q3
$9K Sell
54
-21
-28% -$3.5K 0.01% 138
2020
Q2
$14K Hold
75
0.01% 135
2020
Q1
$13K Hold
75
0.01% 150
2019
Q4
$15K Hold
75
0.01% 154
2019
Q3
$11K Hold
75
0.01% 162
2019
Q2
$12K Buy
+75
New +$12K 0.01% 157