Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552 Sell
11
-8
-42% -$401 ﹤0.01% 2018
2025
Q1
$896 Buy
+19
New +$896 ﹤0.01% 1876
2024
Q4
Hold
0
-$8 1944
2024
Q3
Hold
0
-$8 2168
2024
Q2
Hold
0
-$10 2059
2024
Q1
Sell
-20
Closed -$1.63K 2015
2023
Q4
$1.63K Buy
+20
New +$1.63K ﹤0.01% 1766
2023
Q3
Sell
-190
Closed -$16.1K 2272
2023
Q2
$16.1K Sell
190
-30
-14% -$2.54K ﹤0.01% 1178
2023
Q1
$24.5K Sell
220
-26
-11% -$2.9K ﹤0.01% 1009
2022
Q4
$29.5K Buy
246
+31
+14% +$3.72K ﹤0.01% 934
2022
Q3
$22K Buy
215
+40
+23% +$4.09K ﹤0.01% 1057
2022
Q2
$13K Sell
175
-60
-26% -$4.46K ﹤0.01% 1265
2022
Q1
$29K Buy
235
+17
+8% +$2.1K ﹤0.01% 1125
2021
Q4
$48K Buy
218
+6
+3% +$1.32K ﹤0.01% 1019
2021
Q3
$44K Buy
212
+194
+1,078% +$40.3K ﹤0.01% 1035
2021
Q2
$4K Hold
18
﹤0.01% 1585
2021
Q1
$4K Sell
18
-32
-64% -$7.11K ﹤0.01% 1523
2020
Q4
$9K Hold
50
﹤0.01% 1295
2020
Q3
$6K Hold
50
﹤0.01% 1361
2020
Q2
$5K Hold
50
﹤0.01% 1422
2020
Q1
$2K Buy
+50
New +$2K ﹤0.01% 1557
2019
Q4
Sell
-515
Closed -$29K 1886
2019
Q3
$29K Buy
+515
New +$29K ﹤0.01% 1078