Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
11,238
+360
+3% +$3.31K ﹤0.01% 897
2025
Q1
$106K Hold
10,878
﹤0.01% 879
2024
Q4
$102K Hold
10,878
﹤0.01% 858
2024
Q3
$123K Sell
10,878
-2,000
-16% -$22.7K ﹤0.01% 893
2024
Q2
$126K Buy
+12,878
New +$126K ﹤0.01% 825
2020
Q2
Sell
-508
Closed -$4K 1575
2020
Q1
$4K Sell
508
-1,253
-71% -$9.87K ﹤0.01% 1796
2019
Q4
$19K Buy
1,761
+707
+67% +$7.63K ﹤0.01% 1111
2019
Q3
$10K Buy
+1,054
New +$10K ﹤0.01% 1180