Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-200
Closed -$15.2K 316
2025
Q1
$15.2K Hold
200
﹤0.01% 555
2024
Q4
$16.1K Hold
200
﹤0.01% 614
2024
Q3
$17.5K Hold
200
﹤0.01% 605
2024
Q2
$20.9K Hold
200
﹤0.01% 570
2024
Q1
$24.5K Hold
200
﹤0.01% 549
2023
Q4
$35.5K Hold
200
﹤0.01% 470
2023
Q3
$35.9K Hold
200
﹤0.01% 439
2023
Q2
$45.7K Hold
200
﹤0.01% 432
2023
Q1
$39K Hold
200
﹤0.01% 453
2022
Q4
$32.8K Hold
200
﹤0.01% 472
2022
Q3
$30K Hold
200
﹤0.01% 470
2022
Q2
$29K Hold
200
﹤0.01% 488
2022
Q1
$53K Hold
200
﹤0.01% 425
2021
Q4
$41K Hold
200
﹤0.01% 471
2021
Q3
$23K Hold
200
﹤0.01% 656
2021
Q2
$16K Hold
200
﹤0.01% 725
2021
Q1
$15K Hold
200
﹤0.01% 706
2020
Q4
$7K Hold
200
﹤0.01% 772
2020
Q3
$5K Hold
200
﹤0.01% 788
2020
Q2
$5K Sell
200
-100
-33% -$2.5K ﹤0.01% 704
2020
Q1
$4K Buy
+300
New +$4K ﹤0.01% 768
2018
Q3
Sell
-100
Closed -$3K 323
2018
Q2
$3K Buy
+100
New +$3K ﹤0.01% 789