Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1
Closed -$3 4941
2025
Q1
$3 Hold
1
﹤0.01% 4280
2024
Q4
$5 Buy
+1
New +$5 ﹤0.01% 4560
2021
Q3
Sell
-50
Closed -$1K 3511
2021
Q2
$1K Hold
50
﹤0.01% 2837
2021
Q1
$1K Buy
+50
New +$1K ﹤0.01% 2762
2020
Q4
Hold
0
3072
2020
Q3
Hold
0
2948
2020
Q2
Hold
0
2832
2020
Q1
Sell
-1,517
Closed -$26K 2840
2019
Q4
$26K Hold
1,517
﹤0.01% 1507
2019
Q3
$21K Buy
+1,517
New +$21K ﹤0.01% 1733