Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.8K Sell
330
-262
-44% -$8.55K 0.01% 374
2025
Q1
$17.4K Hold
592
0.01% 320
2024
Q4
$19.1K Sell
592
-2,202
-79% -$71.1K 0.01% 320
2024
Q3
$96.5K Hold
2,794
0.04% 199
2024
Q2
$93.5K Buy
2,794
+262
+10% +$8.76K 0.05% 203
2024
Q1
$93.9K Hold
2,532
0.05% 204
2023
Q4
$87.8K Sell
2,532
-123
-5% -$4.26K 0.05% 196
2023
Q3
$81.6K Hold
2,655
0.05% 196
2023
Q2
$90.5K Hold
2,655
0.05% 185
2023
Q1
$79.5K Hold
2,655
0.05% 193
2022
Q4
$82.3K Hold
2,655
0.05% 189
2022
Q3
$71K Hold
2,655
0.05% 194
2022
Q2
$77K Hold
2,655
0.05% 189
2022
Q1
$99K Hold
2,655
0.06% 181
2021
Q4
$100K Buy
2,655
+123
+5% +$4.63K 0.05% 182
2021
Q3
$75K Hold
2,532
0.05% 199
2021
Q2
$81K Hold
2,532
0.05% 198
2021
Q1
$81K Hold
2,532
0.06% 196
2020
Q4
$77K Hold
2,532
0.06% 190
2020
Q3
$65K Hold
2,532
0.05% 194
2020
Q2
$59K Hold
2,532
0.05% 204
2020
Q1
$48K Hold
2,532
0.05% 207
2019
Q4
$61K Hold
2,532
0.05% 210
2019
Q3
$58K Hold
2,532
0.05% 213
2019
Q2
$65K Hold
2,532
0.06% 193
2019
Q1
$63K Buy
+2,532
New +$63K 0.03% 152
2018
Q1
Sell
-135
Closed -$3K 307
2017
Q4
$3K Buy
+135
New +$3K ﹤0.01% 321