Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
4775
2024
Q2
Sell
-586
Closed -$6.02K 3355
2024
Q1
$6.02K Hold
586
﹤0.01% 2402
2023
Q4
$5.55K Buy
+586
New +$5.55K ﹤0.01% 2389
2021
Q3
Hold
0
4620
2021
Q2
Hold
0
4416
2021
Q1
Hold
0
4284
2020
Q4
Hold
0
4093
2020
Q3
Hold
0
3938
2019
Q4
Sell
-1,500
Closed -$4K 3638
2019
Q3
$4K Buy
+1,500
New +$4K ﹤0.01% 2448
2019
Q1
$6K Hold
1,500
﹤0.01% 1813
2018
Q4
$5K Hold
1,500
﹤0.01% 2835
2018
Q3
$8K Hold
1,500
﹤0.01% 2971
2018
Q2
$8K Buy
+1,500
New +$8K ﹤0.01% 3011
2016
Q2
Sell
-1,500
Closed -$6K 4206
2016
Q1
$6K Buy
+1,500
New +$6K ﹤0.01% 1813