Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Sell
279
-26
-9% -$12.4K ﹤0.01% 703
2025
Q1
$112K Buy
305
+53
+21% +$19.4K ﹤0.01% 689
2024
Q4
$102K Hold
252
﹤0.01% 710
2024
Q3
$127K Buy
252
+83
+49% +$41.9K ﹤0.01% 685
2024
Q2
$72.7K Buy
+169
New +$72.7K ﹤0.01% 738
2020
Q3
Sell
-12
Closed -$2.6K 1117
2020
Q2
$2.6K Sell
12
-25
-68% -$5.42K ﹤0.01% 886
2020
Q1
$7.81K Sell
37
-1
-3% -$211 ﹤0.01% 777
2019
Q4
$9.5K Buy
+38
New +$9.5K ﹤0.01% 762