Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$5 4163
2025
Q1
Hold
0
-$5 4261
2024
Q4
Sell
-311
Closed -$8.69K 4558
2024
Q3
$8.69K Buy
311
+1
+0.3% +$28 ﹤0.01% 2478
2024
Q2
$8.03K Hold
310
﹤0.01% 2416
2024
Q1
$9.08K Hold
310
﹤0.01% 2266
2023
Q4
$9.02K Hold
310
﹤0.01% 2223
2023
Q3
$7.74K Hold
310
﹤0.01% 2355
2023
Q2
$7.89K Hold
310
﹤0.01% 2379
2023
Q1
$9.77K Hold
310
﹤0.01% 2296
2022
Q4
$10K Buy
+310
New +$10K ﹤0.01% 3356
2018
Q3
Sell
-165
Closed -$5K 3762
2018
Q2
$5K Hold
165
﹤0.01% 3176
2018
Q1
$5K Hold
165
﹤0.01% 3134
2017
Q4
$5K Hold
165
﹤0.01% 3131
2017
Q3
$6K Hold
165
﹤0.01% 3235
2017
Q2
$5K Hold
165
﹤0.01% 3333
2017
Q1
$4K Hold
165
﹤0.01% 3348
2016
Q4
$4K Buy
+165
New +$4K ﹤0.01% 3342