Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Sell
135
-88
-39% -$6.53K ﹤0.01% 942
2025
Q1
$15.1K Buy
223
+203
+1,015% +$13.7K ﹤0.01% 787
2024
Q4
$1.25K Hold
20
﹤0.01% 1252
2024
Q3
$1.31K Hold
20
﹤0.01% 1201
2024
Q2
$1.08K Hold
20
﹤0.01% 1192
2024
Q1
$1.06K Buy
+20
New +$1.06K ﹤0.01% 1169
2021
Q3
Sell
-27
Closed -$2K 845
2021
Q2
$2K Sell
27
-78
-74% -$5.78K ﹤0.01% 717
2021
Q1
$6.43K Buy
105
+25
+31% +$1.53K ﹤0.01% 575
2020
Q4
$4K Hold
80
﹤0.01% 610
2020
Q3
$4K Hold
80
﹤0.01% 565
2020
Q2
$4K Hold
80
﹤0.01% 529
2020
Q1
$2K Hold
80
﹤0.01% 579
2019
Q4
$3K Hold
80
﹤0.01% 518
2019
Q3
$3K Hold
80
﹤0.01% 483
2019
Q2
$3K Hold
80
﹤0.01% 493
2019
Q1
$3K Sell
80
-25
-24% -$938 ﹤0.01% 493
2018
Q4
$3K Hold
105
﹤0.01% 483
2018
Q3
$3K Buy
105
+20
+24% +$571 ﹤0.01% 499
2018
Q2
$3K Buy
+85
New +$3K ﹤0.01% 463