Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-540
Closed -$12.6K 925
2025
Q1
$12.6K Sell
540
-34
-6% -$792 ﹤0.01% 660
2024
Q4
$16.5K Sell
574
-225
-28% -$6.46K 0.01% 613
2024
Q3
$23.7K Buy
799
+33
+4% +$980 0.01% 542
2024
Q2
$25.8K Buy
+766
New +$25.8K 0.01% 512
2019
Q4
Sell
-410
Closed -$11K 663
2019
Q3
$11K Hold
410
0.01% 547
2019
Q2
$10K Hold
410
0.01% 549
2019
Q1
$8K Hold
410
﹤0.01% 571
2018
Q4
$8K Buy
+410
New +$8K ﹤0.01% 570