Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-94
Closed -$23.1K 226
2024
Q4
$23.1K Buy
+94
New +$23.1K ﹤0.01% 179
2021
Q2
Sell
-94
Closed -$12K 251
2021
Q1
$12K Hold
94
﹤0.01% 228
2020
Q4
$12K Hold
94
﹤0.01% 221
2020
Q3
$15K Hold
94
﹤0.01% 210
2020
Q2
$13K Hold
94
﹤0.01% 212
2020
Q1
$10K Hold
94
﹤0.01% 222
2019
Q4
$13K Hold
94
﹤0.01% 269
2019
Q3
$11K Hold
94
﹤0.01% 268
2019
Q2
$13K Sell
94
-63
-40% -$8.71K ﹤0.01% 268
2019
Q1
$18K Hold
157
0.01% 235
2018
Q4
$16K Buy
+157
New +$16K 0.01% 251