Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$476 3768
2025
Q1
Hold
0
-$399 3472
2024
Q4
Hold
0
3479
2022
Q4
Sell
-8
Closed -$1K 4602
2022
Q3
$1K Hold
8
﹤0.01% 4499
2022
Q2
$1K Hold
8
﹤0.01% 4276
2022
Q1
$1K Buy
+8
New +$1K ﹤0.01% 4276
2021
Q3
Hold
0
3392
2021
Q2
Hold
0
3103
2021
Q1
Hold
0
3035
2020
Q4
Hold
0
2963
2020
Q3
Hold
0
2859
2020
Q2
Hold
0
2748
2020
Q1
Hold
0
2750