Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$5 9210
2025
Q1
Hold
0
-$7 8826
2024
Q4
Sell
-63
Closed -$29K 8576
2024
Q3
$29K Buy
+63
New +$29K ﹤0.01% 5940
2024
Q2
Hold
0
-$39 8164
2024
Q1
Hold
0
-$103 7787
2023
Q4
Hold
0
-$92 7714
2023
Q3
Hold
0
-$1.53K 7760
2023
Q2
Hold
0
-$144 6818
2023
Q1
Hold
0
8079
2022
Q4
Hold
0
-$1K 9705
2022
Q3
Sell
-2
Closed -$6K 8882
2022
Q2
$6K Buy
+2
New +$6K ﹤0.01% 7660
2022
Q1
Sell
-1
Closed -$7K 9447
2021
Q4
$7K Buy
+1
New +$7K ﹤0.01% 8032
2021
Q1
Hold
0
-$8K 8120
2020
Q4
Hold
0
-$11K 6600
2020
Q3
Hold
0
5897
2020
Q1
Hold
0
-$3K 7138
2019
Q4
Hold
0
-$9K 6673
2019
Q3
Hold
0
-$16K 6249
2019
Q2
Hold
0
5896
2019
Q1
Hold
0
-$12K 7016
2018
Q4
Hold
0
-$56K 6217
2018
Q3
Hold
0
-$4K 5197
2018
Q2
Hold
0
-$28K 6627
2018
Q1
Hold
0
5288