Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.43K Sell
245
-22
-8% -$488 ﹤0.01% 913
2025
Q1
$6.13K Buy
267
+22
+9% +$505 ﹤0.01% 826
2024
Q4
$5.68K Hold
245
﹤0.01% 838
2024
Q3
$8.53K Hold
245
﹤0.01% 824
2024
Q2
$7.93K Hold
245
﹤0.01% 844
2024
Q1
$9K Hold
245
﹤0.01% 694
2023
Q4
$10K Hold
245
﹤0.01% 669
2023
Q3
$10K Hold
245
﹤0.01% 672
2023
Q2
$11K Hold
245
﹤0.01% 654
2023
Q1
$11K Hold
245
﹤0.01% 649
2022
Q4
$11K Hold
245
﹤0.01% 641
2022
Q3
$10K Hold
245
﹤0.01% 626
2022
Q2
$12K Hold
245
﹤0.01% 330
2022
Q1
$13K Sell
245
-251
-51% -$13.3K ﹤0.01% 619
2021
Q4
$26K Sell
496
-252
-34% -$13.2K ﹤0.01% 503
2021
Q3
$39K Hold
748
0.01% 457
2021
Q2
$36K Hold
748
0.01% 442
2021
Q1
$34K Buy
748
+494
+194% +$22.5K 0.01% 375
2020
Q4
$11K Hold
254
﹤0.01% 538
2020
Q3
$10K Hold
254
﹤0.01% 521
2020
Q2
$11K Buy
+254
New +$11K ﹤0.01% 441
2018
Q4
Sell
-211
Closed -$9K 587
2018
Q3
$9K Hold
211
﹤0.01% 451
2018
Q2
$9K Hold
211
﹤0.01% 454
2018
Q1
$9K Hold
211
﹤0.01% 383
2017
Q4
$10K Buy
+211
New +$10K ﹤0.01% 353
2016
Q2
Sell
-21
Closed -$1K 353
2016
Q1
$1K Hold
21
﹤0.01% 385
2015
Q4
$1K Buy
+21
New +$1K ﹤0.01% 606