Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
+400
New +$321K 0.06% 251
2024
Q3
Sell
-6
Closed -$6.14K 982
2024
Q2
$6.14K Hold
6
﹤0.01% 789
2024
Q1
$5.82K Hold
6
﹤0.01% 785
2023
Q4
$4.54K Hold
6
﹤0.01% 842
2023
Q3
$3.53K Hold
6
﹤0.01% 883
2023
Q2
$4.35K Hold
6
﹤0.01% 874
2023
Q1
$4.08K Hold
6
﹤0.01% 900
2022
Q4
$3.28K Hold
6
﹤0.01% 934
2022
Q3
$2K Hold
6
﹤0.01% 957
2022
Q2
$3K Buy
+6
New +$3K ﹤0.01% 905
2020
Q1
Sell
-32
Closed -$9K 1115
2019
Q4
$9K Hold
32
﹤0.01% 857
2019
Q3
$8K Hold
32
﹤0.01% 875
2019
Q2
$7K Hold
32
﹤0.01% 844
2019
Q1
$6K Buy
+32
New +$6K ﹤0.01% 838