Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3
Closed -$53 4269
2025
Q1
$53 Hold
3
﹤0.01% 4009
2024
Q4
$50 Buy
+3
New +$50 ﹤0.01% 4260
2023
Q3
Sell
-144
Closed -$5.38K 3432
2023
Q2
$5.38K Buy
+144
New +$5.38K ﹤0.01% 2520
2022
Q4
Sell
-38
Closed -$15K 4712
2022
Q3
$15K Hold
38
﹤0.01% 3330
2022
Q2
$15K Hold
38
﹤0.01% 3089
2022
Q1
$15K Buy
38
+20
+111% +$7.9K ﹤0.01% 3089
2021
Q4
$1K Sell
18
-282
-94% -$15.7K ﹤0.01% 2981
2021
Q3
$24K Buy
+300
New +$24K ﹤0.01% 1854
2021
Q2
Hold
0
3690
2021
Q1
Hold
0
3596
2020
Q4
Hold
0
3469
2020
Q3
Sell
-3,004
Closed -$41K 3343
2020
Q2
$41K Sell
3,004
-196
-6% -$2.68K ﹤0.01% 1297
2020
Q1
$38K Buy
3,200
+2,500
+357% +$29.7K ﹤0.01% 1238
2019
Q4
$14K Buy
+700
New +$14K ﹤0.01% 1769