Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-154
Closed -$2.21K 937
2025
Q1
$2.21K Hold
154
﹤0.01% 745
2024
Q4
$2.09K Hold
154
﹤0.01% 749
2024
Q3
$2.59K Buy
+154
New +$2.59K ﹤0.01% 703
2022
Q3
Sell
-1,600
Closed -$36K 811
2022
Q2
$36K Hold
1,600
0.01% 325
2022
Q1
$42K Hold
1,600
0.01% 334
2021
Q4
$38K Hold
1,600
0.01% 343
2021
Q3
$35K Hold
1,600
0.01% 342
2021
Q2
$36K Hold
1,600
0.01% 335
2021
Q1
$32K Hold
1,600
0.01% 333
2020
Q4
$32K Hold
1,600
0.01% 312
2020
Q3
$28K Hold
1,600
0.01% 287
2020
Q2
$27K Hold
1,600
0.01% 282
2020
Q1
$25K Buy
+1,600
New +$25K 0.01% 276