Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-66
Closed -$1.83K 412
2025
Q1
$1.83K Sell
66
-5
-7% -$138 ﹤0.01% 824
2024
Q4
$2.34K Hold
71
﹤0.01% 795
2024
Q3
$2.57K Hold
71
﹤0.01% 771
2024
Q2
$2.51K Hold
71
﹤0.01% 759
2024
Q1
$2.17K Buy
71
+5
+8% +$152 ﹤0.01% 784
2023
Q4
$2K Hold
66
﹤0.01% 738
2023
Q3
$1.74K Sell
66
-22
-25% -$579 ﹤0.01% 763
2023
Q2
$2.73K Hold
88
﹤0.01% 774
2023
Q1
$2.61K Hold
88
﹤0.01% 781
2022
Q4
$2.39K Sell
88
-70
-44% -$1.9K ﹤0.01% 788
2022
Q3
$4K Hold
158
﹤0.01% 678
2022
Q2
$5K Buy
158
+1
+0.6% +$32 ﹤0.01% 654
2022
Q1
$6K Hold
157
﹤0.01% 678
2021
Q4
$6K Hold
157
﹤0.01% 684
2021
Q3
$4K Buy
157
+1
+0.6% +$25 ﹤0.01% 701
2021
Q2
$5K Hold
156
﹤0.01% 697
2021
Q1
$5K Buy
156
+1
+0.6% +$32 ﹤0.01% 710
2020
Q4
$4K Buy
155
+1
+0.6% +$26 ﹤0.01% 672
2020
Q3
$3K Buy
154
+88
+133% +$1.71K ﹤0.01% 637
2020
Q2
$1K Buy
+66
New +$1K ﹤0.01% 573