Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
-$114 5587
2024
Q4
Sell
-9
Closed -$4.24K 5451
2024
Q3
$4.24K Buy
+9
New +$4.24K ﹤0.01% 4629
2023
Q2
Hold
0
6233
2023
Q1
Hold
0
6120
2022
Q1
Sell
-3
Closed -$40K 6396
2021
Q4
$40K Buy
+3
New +$40K ﹤0.01% 2947
2021
Q3
Hold
0
-$2K 5275
2021
Q2
Hold
0
-$8K 5057
2021
Q1
Hold
0
4473
2020
Q3
Hold
0
-$2K 5005
2020
Q2
Hold
0
4521
2019
Q3
Sell
-1
Closed -$32K 4373
2019
Q2
$32K Buy
+1
New +$32K ﹤0.01% 1860
2018
Q2
Hold
0
-$31K 3915
2018
Q1
Hold
0
1951