Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14
Closed -$2.45K 2287
2025
Q1
$2.45K Hold
14
﹤0.01% 1724
2024
Q4
$2.94K Sell
14
-110
-89% -$23.1K ﹤0.01% 1539
2024
Q3
$35.6K Sell
124
-2
-2% -$575 ﹤0.01% 1006
2024
Q2
$39.5K Buy
126
+77
+157% +$24.1K ﹤0.01% 886
2024
Q1
$16.5K Hold
49
﹤0.01% 1140
2023
Q4
$13.9K Hold
49
﹤0.01% 1218
2023
Q3
$12.1K Hold
49
﹤0.01% 1193
2023
Q2
$12.3K Hold
49
﹤0.01% 1259
2023
Q1
$10.5K Buy
49
+14
+40% +$2.99K ﹤0.01% 1290
2022
Q4
$6.8K Sell
35
-12
-26% -$2.33K ﹤0.01% 1396
2022
Q3
$9K Hold
47
﹤0.01% 1349
2022
Q2
$10K Sell
47
-47
-50% -$10K ﹤0.01% 1328
2022
Q1
$23K Buy
94
+75
+395% +$18.4K ﹤0.01% 1192
2021
Q4
$6K Hold
19
﹤0.01% 1593
2021
Q3
$5K Buy
+19
New +$5K ﹤0.01% 1601
2020
Q2
Sell
-47
Closed -$6K 1825
2020
Q1
$6K Hold
47
﹤0.01% 1384
2019
Q4
$8K Buy
+47
New +$8K ﹤0.01% 1428
2018
Q2
Sell
-25
Closed -$3K 1611
2018
Q1
$3K Buy
+25
New +$3K ﹤0.01% 1271