Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78K Buy
+5
New +$1.78K ﹤0.01% 327
2020
Q4
Sell
-2,000
Closed -$413K 138
2020
Q3
$413K Buy
2,000
+500
+33% +$103K 0.13% 100
2020
Q2
$289K Hold
1,500
0.1% 103
2020
Q1
$248K Hold
1,500
0.12% 96
2019
Q4
$312K Hold
1,500
0.11% 108
2019
Q3
$290K Hold
1,500
0.11% 105
2019
Q2
$289K Hold
1,500
0.09% 112
2019
Q1
$256K Hold
1,500
0.08% 113
2018
Q4
$218K Hold
1,500
0.08% 111
2018
Q3
$231K Hold
1,500
0.06% 123
2018
Q2
$206K Hold
1,500
0.06% 135
2018
Q1
$210K Hold
1,500
0.06% 136
2017
Q4
$201K Hold
1,500
0.06% 134
2017
Q3
$219K Buy
+1,500
New +$219K 0.07% 121