Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-172
Closed -$4K 976
2025
Q1
$4K Buy
+172
New +$4K ﹤0.01% 577
2024
Q2
Sell
-2,065
Closed -$62 553
2024
Q1
$62 Buy
+2,065
New +$62 0.04% 238
2022
Q3
Hold
0
688
2022
Q2
Hold
0
733
2020
Q2
Sell
-100
Closed -$1K 440
2020
Q1
$1K Sell
100
-33,700
-100% -$337K ﹤0.01% 362
2019
Q4
$694K Buy
+33,800
New +$694K 0.22% 77
2019
Q1
Sell
-2,137
Closed -$43K 735
2018
Q4
$43K Buy
2,137
+1,740
+438% +$35K 0.02% 247
2018
Q3
$10K Buy
397
+67
+20% +$1.69K ﹤0.01% 480
2018
Q2
$7K Buy
+330
New +$7K ﹤0.01% 475