Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750 Buy
3
+2
+200% +$500 ﹤0.01% 577
2025
Q1
$265 Buy
+1
New +$265 ﹤0.01% 595
2024
Q1
Sell
-5
Closed -$2.29K 723
2023
Q4
$2.29K Hold
5
﹤0.01% 578
2023
Q3
$2.43K Hold
5
﹤0.01% 620
2023
Q2
$2.24K Buy
+5
New +$2.24K ﹤0.01% 644
2021
Q1
Sell
-17
Closed -$7K 677
2020
Q4
$7K Hold
17
﹤0.01% 561
2020
Q3
$7K Hold
17
﹤0.01% 484
2020
Q2
$7K Hold
17
﹤0.01% 451
2020
Q1
$5K Buy
+17
New +$5K ﹤0.01% 488
2019
Q3
Sell
-47
Closed -$12K 621
2019
Q2
$12K Buy
+47
New +$12K ﹤0.01% 583
2018
Q4
Sell
-67
Closed -$23K 579
2018
Q3
$23K Buy
67
+52
+347% +$17.9K ﹤0.01% 398
2018
Q2
$4K Hold
15
﹤0.01% 482
2018
Q1
$4K Hold
15
﹤0.01% 514
2017
Q4
$4K Hold
15
﹤0.01% 526
2017
Q3
$4K Hold
15
﹤0.01% 512
2017
Q2
$4K Hold
15
﹤0.01% 535
2017
Q1
$3K Buy
+15
New +$3K ﹤0.01% 590