Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13
Closed -$5.12K 1456
2024
Q4
$5.12K Buy
+13
New +$5.12K ﹤0.01% 998
2022
Q3
Sell
-100
Closed -$21K 1191
2022
Q2
$21K Hold
100
﹤0.01% 829
2022
Q1
$33K Hold
100
﹤0.01% 809
2021
Q4
$54K Hold
100
﹤0.01% 741
2021
Q3
$67K Hold
100
﹤0.01% 701
2021
Q2
$68K Hold
100
﹤0.01% 714
2021
Q1
$60K Hold
100
﹤0.01% 694
2020
Q4
$45K Hold
100
﹤0.01% 733
2020
Q3
$38K Sell
100
-200
-67% -$76K ﹤0.01% 728
2020
Q2
$75K Buy
300
+200
+200% +$50K ﹤0.01% 586
2020
Q1
$10K Buy
+100
New +$10K ﹤0.01% 728