Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$94 317
2025
Q1
$94 Hold
1
﹤0.01% 340
2024
Q4
$85 Buy
+1
New +$85 ﹤0.01% 396
2023
Q2
Sell
-9
Closed -$634 340
2023
Q1
$634 Hold
9
﹤0.01% 364
2022
Q4
$616 Sell
9
-50
-85% -$3.42K ﹤0.01% 362
2022
Q3
$4K Buy
59
+9
+18% +$610 ﹤0.01% 308
2022
Q2
$3K Hold
50
﹤0.01% 310
2022
Q1
$4K Hold
50
﹤0.01% 325
2021
Q4
$4K Hold
50
﹤0.01% 332
2021
Q3
$4K Hold
50
﹤0.01% 327
2021
Q2
$4K Hold
50
﹤0.01% 331
2021
Q1
$4K Hold
50
﹤0.01% 331
2020
Q4
$3K Hold
50
﹤0.01% 342
2020
Q3
$3K Hold
50
﹤0.01% 345
2020
Q2
$3K Hold
50
﹤0.01% 325
2020
Q1
$3K Hold
50
﹤0.01% 324
2019
Q4
$3K Hold
50
﹤0.01% 353
2019
Q3
$3K Sell
50
-134
-73% -$8.04K ﹤0.01% 362
2019
Q2
$11K Buy
+184
New +$11K 0.01% 276