Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$256 3267
2025
Q1
Hold
0
-$306 3603
2024
Q4
Hold
0
3566
2024
Q3
Sell
-4
Closed -$652 3401
2024
Q2
$652 Hold
4
﹤0.01% 3060
2024
Q1
$699 Buy
+4
New +$699 ﹤0.01% 2929
2023
Q1
Sell
-43
Closed -$18K 4077
2022
Q4
$18K Sell
43
-1
-2% -$419 ﹤0.01% 2980
2022
Q3
$18K Hold
44
﹤0.01% 3195
2022
Q2
$18K Hold
44
﹤0.01% 2951
2022
Q1
$18K Buy
+44
New +$18K ﹤0.01% 2951
2021
Q3
Hold
0
4152
2021
Q2
Hold
0
3913
2021
Q1
Hold
0
3822
2020
Q4
Hold
0
3666
2020
Q3
Hold
0
3537
2020
Q2
Hold
0
3375
2020
Q1
Sell
-21
Closed -$2K 3319
2019
Q4
$2K Buy
+21
New +$2K ﹤0.01% 2520
2018
Q4
Sell
-100
Closed -$7K 3709
2018
Q3
$7K Hold
100
﹤0.01% 3021
2018
Q2
$6K Hold
100
﹤0.01% 3125
2018
Q1
$5K Hold
100
﹤0.01% 3182
2017
Q4
$5K Buy
+100
New +$5K ﹤0.01% 3179