Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.77K Sell
7
-2
-22% -$791 ﹤0.01% 381
2025
Q1
$3.35K Buy
9
+5
+125% +$1.86K ﹤0.01% 344
2024
Q4
$1.44K Hold
4
﹤0.01% 409
2024
Q3
$1.45K Sell
4
-2
-33% -$723 ﹤0.01% 417
2024
Q2
$2.04K Buy
6
+1
+20% +$340 ﹤0.01% 358
2024
Q1
$1.79K Buy
+5
New +$1.79K ﹤0.01% 364
2021
Q1
Sell
-8
Closed -$2K 451
2020
Q4
$2K Hold
8
﹤0.01% 370
2020
Q3
$2K Sell
8
-23
-74% -$5.75K ﹤0.01% 345
2020
Q2
$6K Hold
31
﹤0.01% 278
2020
Q1
$5K Hold
31
﹤0.01% 263
2019
Q4
$7K Hold
31
﹤0.01% 256
2019
Q3
$7K Hold
31
﹤0.01% 288
2019
Q2
$6K Sell
31
-5
-14% -$968 ﹤0.01% 303
2019
Q1
$7K Hold
36
﹤0.01% 265
2018
Q4
$6K Sell
36
-35
-49% -$5.83K ﹤0.01% 275
2018
Q3
$13K Hold
71
0.01% 243
2018
Q2
$12K Hold
71
0.01% 250
2018
Q1
$11K Hold
71
0.01% 260
2017
Q4
$11K Buy
+71
New +$11K 0.01% 245