Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.8K Buy
+150
New +$15.8K 0.01% 302
2022
Q4
Sell
-500
Closed -$28K 286
2022
Q3
$28K Hold
500
0.02% 182
2022
Q2
$28K Hold
500
0.02% 207
2022
Q1
$32K Hold
500
0.02% 227
2021
Q4
$29K Hold
500
0.02% 255
2021
Q3
$26K Hold
500
0.01% 283
2021
Q2
$27K Hold
500
0.03% 266
2021
Q1
$26K Buy
+500
New +$26K 0.04% 240
2020
Q4
Sell
-500
Closed -$18K 89
2020
Q3
$18K Hold
500
0.04% 180
2020
Q2
$18K Hold
500
0.04% 172
2020
Q1
$17K Hold
500
0.07% 155
2019
Q4
$26K Buy
+500
New +$26K 0.05% 162