Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3K Buy
+72
New +$11.3K ﹤0.01% 177
2023
Q4
Sell
-66
Closed -$14.8K 237
2023
Q3
$14.8K Hold
66
﹤0.01% 212
2023
Q2
$14.8K Hold
66
﹤0.01% 202
2023
Q1
$13.1K Hold
66
﹤0.01% 203
2022
Q4
$13.5K Hold
66
﹤0.01% 180
2022
Q3
$12K Buy
66
+1
+2% +$182 ﹤0.01% 185
2022
Q2
$14K Buy
65
+1
+2% +$215 ﹤0.01% 178
2022
Q1
$15K Buy
+64
New +$15K ﹤0.01% 187
2020
Q4
Sell
-69
Closed -$11K 407
2020
Q3
$11K Buy
+69
New +$11K ﹤0.01% 277
2019
Q3
Sell
-1,269
Closed -$204K 579
2019
Q2
$204K Buy
1,269
+12
+1% +$1.93K 0.07% 215
2019
Q1
$181K Sell
1,257
-2,170
-63% -$312K 0.05% 212
2018
Q4
$398K Buy
+3,427
New +$398K 0.12% 129
2016
Q4
Sell
-1,350
Closed -$109K 256
2016
Q3
$109K Buy
+1,350
New +$109K 0.07% 229