Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19
Closed -$878 1480
2024
Q4
$878 Buy
+19
New +$878 ﹤0.01% 1266
2024
Q3
Sell
-77
Closed -$4.23K 1379
2024
Q2
$4.23K Buy
+77
New +$4.23K ﹤0.01% 978
2022
Q2
Sell
-1,000
Closed -$36K 1190
2022
Q1
$36K Buy
+1,000
New +$36K ﹤0.01% 794
2021
Q4
Sell
-1,000
Closed -$42K 1323
2021
Q3
$42K Hold
1,000
﹤0.01% 804
2021
Q2
$48K Buy
+1,000
New +$48K ﹤0.01% 789
2019
Q2
Sell
-10
Closed 1120
2019
Q1
$0 Buy
+10
New ﹤0.01% 966