Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600 Buy
5
+4
+400% +$480 ﹤0.01% 575
2025
Q1
$147 Hold
1
﹤0.01% 628
2024
Q4
$162 Hold
1
﹤0.01% 631
2024
Q3
$163 Hold
1
﹤0.01% 618
2024
Q2
$136 Hold
1
﹤0.01% 612
2024
Q1
$153 Buy
+1
New +$153 ﹤0.01% 577
2020
Q2
Sell
-39
Closed -$7K 350
2020
Q1
$7K Buy
+39
New +$7K ﹤0.01% 246
2019
Q4
Sell
-4,248
Closed -$645K 316
2019
Q3
$645K Buy
4,248
+71
+2% +$10.8K 0.4% 88
2019
Q2
$640K Buy
4,177
+190
+5% +$29.1K 0.39% 84
2019
Q1
$640K Buy
+3,987
New +$640K 0.42% 75
2018
Q3
Sell
-110
Closed -$15K 336
2018
Q2
$15K Sell
110
-39
-26% -$5.32K 0.01% 236
2018
Q1
$19K Buy
149
+18
+14% +$2.3K 0.01% 229
2017
Q4
$19K Buy
+131
New +$19K 0.01% 219