Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01K Hold
3
﹤0.01% 473
2025
Q1
$627 Hold
3
﹤0.01% 467
2024
Q4
$610 Sell
3
-1
-25% -$203 ﹤0.01% 475
2024
Q3
$696 Hold
4
﹤0.01% 500
2024
Q2
$515 Sell
4
-56
-93% -$7.21K ﹤0.01% 498
2024
Q1
$5.28K Sell
60
-2
-3% -$176 ﹤0.01% 420
2023
Q4
$3.28K Sell
62
-14
-18% -$741 ﹤0.01% 426
2023
Q3
$3.19K Sell
76
-1
-1% -$42 ﹤0.01% 432
2023
Q2
$2K Sell
77
-9
-10% -$233 ﹤0.01% 409
2023
Q1
$842 Hold
86
﹤0.01% 461
2022
Q4
$408 Sell
86
-23
-21% -$109 ﹤0.01% 446
2022
Q3
$2K Sell
109
-1
-0.9% -$18 ﹤0.01% 413
2022
Q2
$2K Sell
110
-112
-50% -$2.04K ﹤0.01% 408
2022
Q1
$26K Sell
222
-424
-66% -$49.7K 0.01% 265
2021
Q4
$150K Buy
646
+78
+14% +$18.1K 0.08% 162
2021
Q3
$171K Buy
568
+47
+9% +$14.2K 0.1% 158
2021
Q2
$157K Buy
521
+63
+14% +$19K 0.1% 162
2021
Q1
$120K Buy
458
+173
+61% +$45.3K 0.08% 176
2020
Q4
$68K Buy
285
+85
+43% +$20.3K 0.05% 199
2020
Q3
$45K Buy
+200
New +$45K 0.04% 218