Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.4K Sell
191
-20
-9% -$1.09K ﹤0.01% 1446
2025
Q1
$10.6K Hold
211
﹤0.01% 1366
2024
Q4
$9.58K Hold
211
﹤0.01% 1321
2024
Q3
$10K Sell
211
-22
-9% -$1.04K ﹤0.01% 1407
2024
Q2
$10.7K Sell
233
-203
-47% -$9.31K ﹤0.01% 1279
2024
Q1
$18.9K Buy
436
+31
+8% +$1.34K ﹤0.01% 1086
2023
Q4
$16.1K Hold
405
﹤0.01% 1166
2023
Q3
$13.6K Hold
405
﹤0.01% 1162
2023
Q2
$13.5K Hold
405
﹤0.01% 1236
2023
Q1
$13.1K Hold
405
﹤0.01% 1227
2022
Q4
$11.2K Sell
405
-32
-7% -$887 ﹤0.01% 1260
2022
Q3
$11K Sell
437
-116
-21% -$2.92K ﹤0.01% 1300
2022
Q2
$15K Sell
553
-944
-63% -$25.6K ﹤0.01% 1227
2022
Q1
$47K Buy
1,497
+627
+72% +$19.7K ﹤0.01% 980
2021
Q4
$28K Sell
870
-445
-34% -$14.3K ﹤0.01% 1194
2021
Q3
$38K Buy
1,315
+311
+31% +$8.99K ﹤0.01% 1078
2021
Q2
$27K Hold
1,004
﹤0.01% 1147
2021
Q1
$25K Buy
1,004
+409
+69% +$10.2K ﹤0.01% 1124
2020
Q4
$15K Buy
595
+48
+9% +$1.21K ﹤0.01% 1186
2020
Q3
$12K Sell
547
-48
-8% -$1.05K ﹤0.01% 1215
2020
Q2
$14K Buy
+595
New +$14K ﹤0.01% 1199
2019
Q3
Sell
-235
Closed -$6K 1936
2019
Q2
$6K Sell
235
-339
-59% -$8.66K ﹤0.01% 1352
2019
Q1
$12K Sell
574
-14
-2% -$293 ﹤0.01% 1131
2018
Q4
$12K Sell
588
-164
-22% -$3.35K ﹤0.01% 1046
2018
Q3
$16K Buy
752
+129
+21% +$2.75K ﹤0.01% 1008
2018
Q2
$14K Buy
623
+35
+6% +$787 ﹤0.01% 1052
2018
Q1
$12K Hold
588
﹤0.01% 1060
2017
Q4
$14K Buy
+588
New +$14K ﹤0.01% 945