Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.4K Hold
146
﹤0.01% 1316
2025
Q1
$16.3K Sell
146
-199
-58% -$22.3K ﹤0.01% 1248
2024
Q4
$38.6K Hold
345
﹤0.01% 946
2024
Q3
$48.1K Hold
345
﹤0.01% 915
2024
Q2
$40.6K Sell
345
-5
-1% -$588 ﹤0.01% 882
2024
Q1
$45.6K Sell
350
-11
-3% -$1.43K ﹤0.01% 837
2023
Q4
$44.9K Buy
361
+1
+0.3% +$124 ﹤0.01% 833
2023
Q3
$38K Buy
360
+1
+0.3% +$106 ﹤0.01% 864
2023
Q2
$40.4K Buy
359
+3
+0.8% +$337 ﹤0.01% 876
2023
Q1
$38.3K Sell
356
-3
-0.8% -$322 ﹤0.01% 869
2022
Q4
$39.8K Buy
359
+14
+4% +$1.55K ﹤0.01% 854
2022
Q3
$31K Hold
345
﹤0.01% 973
2022
Q2
$32K Hold
345
﹤0.01% 990
2022
Q1
$32K Hold
345
﹤0.01% 1101
2021
Q4
$29K Buy
345
+233
+208% +$19.6K ﹤0.01% 1179
2021
Q3
$10K Buy
+112
New +$10K ﹤0.01% 1452
2020
Q3
Sell
-696
Closed -$54K 1834
2020
Q2
$54K Hold
696
﹤0.01% 828
2020
Q1
$52K Hold
696
﹤0.01% 778
2019
Q4
$61K Hold
696
0.01% 832
2019
Q3
$61K Buy
+696
New +$61K 0.01% 827
2018
Q4
Sell
-258
Closed -$21K 1568
2018
Q3
$21K Buy
+258
New +$21K ﹤0.01% 949