Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$995 Sell
3
-1
-25% -$332 ﹤0.01% 522
2025
Q1
$1.4K Buy
4
+1
+33% +$349 ﹤0.01% 442
2024
Q4
$1.02K Hold
3
﹤0.01% 470
2024
Q3
$938 Buy
+3
New +$938 ﹤0.01% 476
2021
Q4
Sell
-8
Closed -$2K 557
2021
Q3
$2K Buy
+8
New +$2K ﹤0.01% 475
2020
Q1
Sell
-2,171
Closed -$625K 394
2019
Q4
$625K Buy
2,171
+327
+18% +$94.1K 0.37% 85
2019
Q3
$529K Sell
1,844
-141
-7% -$40.5K 0.33% 109
2019
Q2
$557K Buy
+1,985
New +$557K 0.34% 100