Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.55K Sell
663
-34
-5% -$439 ﹤0.01% 1836
2025
Q1
$9.12K Buy
697
+84
+14% +$1.1K ﹤0.01% 1819
2024
Q4
$8.62K Buy
+613
New +$8.62K ﹤0.01% 1851
2022
Q4
Sell
-18,956
Closed -$233K 2240
2022
Q3
$233K Buy
+18,956
New +$233K ﹤0.01% 1491
2021
Q4
Sell
-21
Closed -$1K 2276
2021
Q3
$1K Buy
+21
New +$1K ﹤0.01% 2154
2020
Q3
Sell
-186
Closed -$3K 2318
2020
Q2
$3K Buy
186
+112
+151% +$1.81K ﹤0.01% 2048
2020
Q1
$1K Buy
+74
New +$1K ﹤0.01% 2137
2019
Q2
Sell
-746
Closed -$10K 2202
2019
Q1
$10K Buy
+746
New +$10K ﹤0.01% 1873