Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-77
Closed -$1.82K 3374
2024
Q4
$1.82K Buy
77
+12
+18% +$284 ﹤0.01% 2891
2024
Q3
$1.86K Buy
+65
New +$1.86K ﹤0.01% 2846
2023
Q4
Sell
-13
Closed -$259 3194
2023
Q3
$259 Sell
13
-6
-32% -$120 ﹤0.01% 3068
2023
Q2
$512 Buy
+19
New +$512 ﹤0.01% 3063
2022
Q4
Sell
-8
Closed 3351
2022
Q3
$0 Buy
+8
New ﹤0.01% 3228
2022
Q2
Sell
-6
Closed 3235
2022
Q1
$0 Sell
6
-18
-75% ﹤0.01% 3238
2021
Q4
$2K Hold
24
﹤0.01% 2748
2021
Q3
$2K Buy
24
+11
+85% +$917 ﹤0.01% 2662
2021
Q2
$1K Buy
+13
New +$1K ﹤0.01% 2753
2020
Q4
Sell
-1,000
Closed -$28K 2624
2020
Q3
$28K Hold
1,000
﹤0.01% 1229
2020
Q2
$26K Buy
+1,000
New +$26K ﹤0.01% 1217