Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4648
2023
Q3
Sell
-1,342
Closed -$7.3K 3480
2023
Q2
$7.3K Buy
+1,342
New +$7.3K ﹤0.01% 2400
2021
Q3
Hold
0
4193
2021
Q2
Hold
0
3959
2021
Q1
Hold
0
3865
2020
Q4
Hold
0
3707
2020
Q3
Hold
0
3576
2020
Q2
Hold
0
3411
2020
Q1
Hold
0
3353
2019
Q4
Hold
0
3370
2017
Q2
Sell
-2,000
Closed -$30K 4132
2017
Q1
$30K Hold
2,000
﹤0.01% 2218
2016
Q4
$20K Hold
2,000
﹤0.01% 2448
2016
Q3
$22K Hold
2,000
﹤0.01% 2335
2016
Q2
$21K Buy
+2,000
New +$21K ﹤0.01% 2304