Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-133
Closed -$6.49K 772
2024
Q4
$6.49K Hold
133
﹤0.01% 710
2024
Q3
$8.26K Hold
133
﹤0.01% 679
2024
Q2
$7.59K Hold
133
﹤0.01% 686
2024
Q1
$7.67K Buy
+133
New +$7.67K ﹤0.01% 690
2021
Q4
Sell
-111
Closed -$5K 943
2021
Q3
$5K Hold
111
﹤0.01% 853
2021
Q2
$7K Hold
111
﹤0.01% 814
2021
Q1
$7K Sell
111
-4
-3% -$252 ﹤0.01% 784
2020
Q4
$7K Hold
115
﹤0.01% 771
2020
Q3
$5K Sell
115
-9
-7% -$391 ﹤0.01% 787
2020
Q2
$5K Sell
124
-385
-76% -$15.5K ﹤0.01% 703
2020
Q1
$17K Buy
+509
New +$17K ﹤0.01% 579
2018
Q3
Sell
-1,121
Closed -$50K 288
2018
Q2
$50K Buy
+1,121
New +$50K ﹤0.01% 417