Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.85K Buy
+211
New +$9.85K ﹤0.01% 432
2023
Q3
Sell
-10
Closed -$565 966
2023
Q2
$565 Buy
+10
New +$565 ﹤0.01% 843
2022
Q4
Sell
-201
Closed -$10K 682
2022
Q3
$10K Hold
201
﹤0.01% 511
2022
Q2
$10K Hold
201
﹤0.01% 480
2022
Q1
$8K Hold
201
﹤0.01% 506
2021
Q4
$10K Hold
201
﹤0.01% 480
2021
Q3
$12K Hold
201
﹤0.01% 489
2021
Q2
$13K Sell
201
-379
-65% -$24.5K ﹤0.01% 473
2021
Q1
$34K Sell
580
-510
-47% -$29.9K ﹤0.01% 371
2020
Q4
$62K Buy
1,090
+1,000
+1,111% +$56.9K ﹤0.01% 340
2020
Q3
$5K Hold
90
﹤0.01% 526
2020
Q2
$4K Hold
90
﹤0.01% 501
2020
Q1
$4K Buy
90
+10
+13% +$444 ﹤0.01% 507
2019
Q4
$4K Hold
80
﹤0.01% 483
2019
Q3
$4K Sell
80
-103
-56% -$5.15K ﹤0.01% 467
2019
Q2
$8K Sell
183
-97
-35% -$4.24K ﹤0.01% 644
2019
Q1
$13K Buy
280
+200
+250% +$9.29K ﹤0.01% 430
2018
Q4
$3K Hold
80
﹤0.01% 516
2018
Q3
$3K Buy
+80
New +$3K ﹤0.01% 540
2017
Q3
Sell
-105
Closed -$4K 604
2017
Q2
$4K Hold
105
﹤0.01% 541
2017
Q1
$3K Sell
105
-188
-64% -$5.37K ﹤0.01% 603
2016
Q4
$8K Buy
+293
New +$8K ﹤0.01% 522