Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$88 3756
2025
Q1
Hold
0
-$120 3890
2024
Q4
Hold
0
3968
2024
Q3
Sell
-20
Closed -$711 3459
2024
Q2
$711 Buy
+20
New +$711 ﹤0.01% 3042
2023
Q1
Sell
-233
Closed -$3K 4469
2022
Q4
$3K Hold
233
﹤0.01% 4081
2022
Q3
$3K Hold
233
﹤0.01% 4278
2022
Q2
$3K Hold
233
﹤0.01% 4042
2022
Q1
$3K Buy
+233
New +$3K ﹤0.01% 4042
2021
Q3
Sell
-2,413
Closed -$199K 4672
2021
Q2
$199K Buy
2,413
+468
+24% +$38.6K ﹤0.01% 911
2021
Q1
$102K Buy
+1,945
New +$102K ﹤0.01% 1170
2020
Q4
Hold
0
4145
2020
Q3
Hold
0
3984
2020
Q2
Sell
-800
Closed -$8K 3803
2020
Q1
$8K Buy
+800
New +$8K ﹤0.01% 1881
2019
Q4
Sell
-960
Closed -$11K 3674
2019
Q3
$11K Buy
+960
New +$11K ﹤0.01% 2033