Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4
Closed -$259 2320
2025
Q1
$259 Buy
4
+2
+100% +$130 ﹤0.01% 2031
2024
Q4
$212 Sell
2
-8
-80% -$848 ﹤0.01% 1860
2024
Q3
$1.01K Buy
+10
New +$1.01K ﹤0.01% 1927
2024
Q2
Sell
-15
Closed -$2.11K 2154
2024
Q1
$2.11K Sell
15
-7
-32% -$984 ﹤0.01% 1588
2023
Q4
$2.69K Buy
22
+4
+22% +$489 ﹤0.01% 1631
2023
Q3
$1.38K Sell
18
-17
-49% -$1.3K ﹤0.01% 1733
2023
Q2
$2.97K Buy
35
+8
+30% +$680 ﹤0.01% 1631
2023
Q1
$2.41K Hold
27
﹤0.01% 1652
2022
Q4
$1.91K Buy
+27
New +$1.91K ﹤0.01% 1681
2022
Q2
Sell
-82
Closed -$6K 2083
2022
Q1
$6K Buy
82
+17
+26% +$1.24K ﹤0.01% 1571
2021
Q4
$7K Buy
65
+5
+8% +$538 ﹤0.01% 1577
2021
Q3
$6K Buy
+60
New +$6K ﹤0.01% 1577
2020
Q4
Sell
-10
Closed -$1K 1799
2020
Q3
$1K Hold
10
﹤0.01% 1647
2020
Q2
$0 Hold
10
﹤0.01% 1882
2020
Q1
$0 Hold
10
﹤0.01% 1897
2019
Q4
$1K Hold
10
﹤0.01% 1771
2019
Q3
$1K Hold
10
﹤0.01% 1770
2019
Q2
$1K Hold
10
﹤0.01% 1614
2019
Q1
$1K Buy
+10
New +$1K ﹤0.01% 1529