Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
3558
2023
Q1
Sell
-111
Closed -$8K 3555
2022
Q4
$8K Sell
111
-51
-31% -$3.68K ﹤0.01% 3496
2022
Q3
$19K Sell
162
-1
-0.6% -$117 ﹤0.01% 3118
2022
Q2
$19K Hold
163
﹤0.01% 2875
2022
Q1
$19K Buy
+163
New +$19K ﹤0.01% 2875
2021
Q3
Hold
0
3538
2021
Q2
Hold
0
3261
2021
Q1
Hold
0
3183
2020
Q4
Hold
0
3101
2020
Q3
Hold
0
2972
2020
Q2
Hold
0
2856
2020
Q1
Sell
-29
Closed -$3K 2860
2019
Q4
$3K Sell
29
-3
-9% -$310 ﹤0.01% 2343
2019
Q3
$3K Buy
+32
New +$3K ﹤0.01% 2510