Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.8K Sell
200
-2
-1% -$608 0.01% 180
2025
Q1
$54.2K Buy
+202
New +$54.2K 0.01% 173
2023
Q4
Sell
-9
Closed -$1.16K 525
2023
Q3
$1.16K Buy
+9
New +$1.16K ﹤0.01% 405
2021
Q3
Sell
-43
Closed -$6K 292
2021
Q2
$6K Hold
43
﹤0.01% 234
2021
Q1
$5K Hold
43
﹤0.01% 216
2020
Q4
$6K Hold
43
﹤0.01% 223
2020
Q3
$7K Hold
43
﹤0.01% 214
2020
Q2
$6K Hold
43
﹤0.01% 229
2020
Q1
$5K Hold
43
﹤0.01% 257
2019
Q4
$6K Hold
43
﹤0.01% 256
2019
Q3
$5K Hold
43
﹤0.01% 266
2019
Q2
$6K Buy
+43
New +$6K ﹤0.01% 260