Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$793 Buy
19
+9
+90% +$376 ﹤0.01% 1956
2025
Q1
$422 Sell
10
-256
-96% -$10.8K ﹤0.01% 1968
2024
Q4
$12.9K Sell
266
-1,168
-81% -$56.8K ﹤0.01% 1244
2024
Q3
$94.6K Buy
1,434
+189
+15% +$12.5K 0.01% 719
2024
Q2
$71.7K Buy
+1,245
New +$71.7K 0.01% 714
2024
Q1
Sell
-12
Closed -$757 2197
2023
Q4
$757 Buy
+12
New +$757 ﹤0.01% 1974
2023
Q3
Sell
-871
Closed -$90.9K 2327
2023
Q2
$90.9K Sell
871
-199
-19% -$20.8K 0.01% 668
2023
Q1
$131K Buy
1,070
+3
+0.3% +$366 0.01% 560
2022
Q4
$133K Buy
1,067
+22
+2% +$2.75K 0.01% 560
2022
Q3
$110K Sell
1,045
-106
-9% -$11.2K 0.01% 630
2022
Q2
$123K Hold
1,151
0.01% 610
2022
Q1
$151K Buy
1,151
+50
+5% +$6.56K 0.01% 623
2021
Q4
$121K Hold
1,101
0.01% 726
2021
Q3
$101K Hold
1,101
0.01% 782
2021
Q2
$119K Hold
1,101
0.01% 727
2021
Q1
$122K Hold
1,101
0.01% 688
2020
Q4
$127K Hold
1,101
0.01% 621
2020
Q3
$117K Sell
1,101
-218
-17% -$23.2K 0.01% 629
2020
Q2
$131K Sell
1,319
-350
-21% -$34.8K 0.01% 597
2020
Q1
$136K Buy
1,669
+113
+7% +$9.21K 0.01% 543
2019
Q4
$155K Buy
1,556
+16
+1% +$1.59K 0.01% 565
2019
Q3
$135K Buy
1,540
+577
+60% +$50.6K 0.01% 593
2019
Q2
$80K Buy
+963
New +$80K 0.01% 667