Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.97K Sell
11
-129
-92% -$70K ﹤0.01% 3246
2025
Q1
$25K Buy
140
+4
+3% +$713 ﹤0.01% 2212
2024
Q4
$27.6K Sell
136
-2
-1% -$405 ﹤0.01% 2102
2024
Q3
$27.9K Buy
+138
New +$27.9K ﹤0.01% 2004
2023
Q1
Sell
-103
Closed -$17K 4038
2022
Q4
$17K Sell
103
-1
-1% -$165 ﹤0.01% 3029
2022
Q3
$17K Hold
104
﹤0.01% 3239
2022
Q2
$17K Hold
104
﹤0.01% 2994
2022
Q1
$17K Buy
+104
New +$17K ﹤0.01% 2994
2021
Q3
Hold
0
4104
2021
Q2
Hold
0
3859
2021
Q1
Hold
0
3770
2020
Q4
Hold
0
3617
2020
Q3
Hold
0
3490
2020
Q2
Hold
0
3338
2020
Q1
Sell
-34
Closed -$3K 3286
2019
Q4
$3K Hold
34
﹤0.01% 2377
2019
Q3
$3K Buy
+34
New +$3K ﹤0.01% 2544
2019
Q1
Sell
-53
Closed -$4K 2987
2018
Q4
$4K Buy
53
+13
+33% +$981 ﹤0.01% 2902
2018
Q3
$3K Buy
+40
New +$3K ﹤0.01% 3388