Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12K Sell
80
-3
-4% -$450 ﹤0.01% 1021
2025
Q1
$15K Buy
+83
New +$15K ﹤0.01% 975
2022
Q3
Sell
-60
Closed -$13K 776
2022
Q2
$13K Buy
+60
New +$13K ﹤0.01% 911
2021
Q4
Sell
-60
Closed -$16K 605
2021
Q3
$16K Buy
60
+20
+50% +$5.33K ﹤0.01% 773
2021
Q2
$8K Hold
40
﹤0.01% 847
2021
Q1
$8K Hold
40
﹤0.01% 784
2020
Q4
$8K Hold
40
﹤0.01% 751
2020
Q3
$8K Hold
40
﹤0.01% 697
2020
Q2
$7K Hold
40
﹤0.01% 616
2020
Q1
$5K Buy
40
+8
+25% +$1K ﹤0.01% 544
2019
Q4
$6K Hold
32
﹤0.01% 521
2019
Q3
$5K Sell
32
-6
-16% -$938 ﹤0.01% 581
2019
Q2
$6K Buy
+38
New +$6K ﹤0.01% 577