Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$603 Hold
19
﹤0.01% 480
2025
Q1
$567 Hold
19
﹤0.01% 469
2024
Q4
$681 Sell
19
-30
-61% -$1.08K ﹤0.01% 474
2024
Q3
$1.99K Hold
49
﹤0.01% 480
2024
Q2
$2.29K Sell
49
-550
-92% -$25.7K ﹤0.01% 468
2024
Q1
$25.4K Sell
599
-321
-35% -$13.6K 0.01% 302
2023
Q4
$38.4K Sell
920
-74
-7% -$3.09K 0.02% 265
2023
Q3
$42.2K Sell
994
-30
-3% -$1.27K 0.02% 258
2023
Q2
$57.4K Sell
1,024
-42
-4% -$2.35K 0.03% 218
2023
Q1
$52.8K Hold
1,066
0.03% 217
2022
Q4
$50.2K Buy
1,066
+253
+31% +$11.9K 0.03% 219
2022
Q3
$34K Sell
813
-9
-1% -$376 0.02% 240
2022
Q2
$35K Sell
822
-72
-8% -$3.07K 0.02% 233
2022
Q1
$69K Sell
894
-2,471
-73% -$191K 0.04% 203
2021
Q4
$262K Buy
3,365
+404
+14% +$31.5K 0.14% 134
2021
Q3
$238K Buy
2,961
+449
+18% +$36.1K 0.14% 136
2021
Q2
$211K Sell
2,512
-16
-0.6% -$1.34K 0.13% 146
2021
Q1
$210K Sell
2,528
-205
-8% -$17K 0.15% 137
2020
Q4
$219K Buy
2,733
+354
+15% +$28.4K 0.17% 126
2020
Q3
$154K Sell
2,379
-67
-3% -$4.34K 0.13% 135
2020
Q2
$146K Sell
2,446
-189
-7% -$11.3K 0.13% 143
2020
Q1
$111K Sell
2,635
-50
-2% -$2.11K 0.12% 154
2019
Q4
$150K Buy
2,685
+15
+0.6% +$838 0.13% 161
2019
Q3
$131K Buy
2,670
+1,919
+256% +$94.2K 0.12% 164
2019
Q2
$36K Buy
+751
New +$36K 0.03% 246