Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-20
Closed -$485 567
2025
Q1
$485 Hold
20
﹤0.01% 753
2024
Q4
$676 Hold
20
﹤0.01% 833
2024
Q3
$960 Hold
20
﹤0.01% 825
2024
Q2
$943 Buy
+20
New +$943 ﹤0.01% 840
2021
Q3
Sell
-912
Closed -$42K 1089
2021
Q2
$42K Hold
912
﹤0.01% 562
2021
Q1
$35K Hold
912
﹤0.01% 582
2020
Q4
$22K Sell
912
-1,458
-62% -$35.2K ﹤0.01% 646
2020
Q3
$29K Buy
+2,370
New +$29K ﹤0.01% 549
2020
Q2
Sell
-674
Closed -$8K 958
2020
Q1
$8K Buy
+674
New +$8K ﹤0.01% 706
2018
Q3
Sell
-674
Closed -$19K 630
2018
Q2
$19K Buy
+674
New +$19K ﹤0.01% 589