Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17K Sell
131
-533
-80% -$4.76K ﹤0.01% 465
2025
Q1
$5.78K Sell
664
-2,462
-79% -$21.4K ﹤0.01% 402
2024
Q4
$38.9K Hold
3,126
0.02% 258
2024
Q3
$36.3K Hold
3,126
0.02% 284
2024
Q2
$33.2K Sell
3,126
-146
-4% -$1.55K 0.02% 288
2024
Q1
$39.1K Sell
3,272
-147
-4% -$1.76K 0.02% 268
2023
Q4
$37K Hold
3,419
0.02% 268
2023
Q3
$33.7K Buy
3,419
+57
+2% +$562 0.02% 270
2023
Q2
$33.6K Hold
3,362
0.02% 250
2023
Q1
$32.3K Hold
3,362
0.02% 248
2022
Q4
$37.4K Buy
3,362
+109
+3% +$1.21K 0.02% 236
2022
Q3
$28K Sell
3,253
-123
-4% -$1.06K 0.02% 255
2022
Q2
$35K Hold
3,376
0.02% 234
2022
Q1
$37K Buy
3,376
+264
+8% +$2.89K 0.02% 244
2021
Q4
$42K Sell
3,112
-112
-3% -$1.51K 0.02% 233
2021
Q3
$44K Buy
3,224
+95
+3% +$1.3K 0.03% 240
2021
Q2
$45K Buy
3,129
+81
+3% +$1.17K 0.03% 234
2021
Q1
$42K Sell
3,048
-2,771
-48% -$38.2K 0.03% 235
2020
Q4
$109K Buy
+5,819
New +$109K 0.08% 166
2018
Q3
Sell
-330
Closed -$12K 298
2018
Q2
$12K Hold
330
0.01% 222
2018
Q1
$14K Hold
330
0.01% 204
2017
Q4
$14K Buy
+330
New +$14K 0.01% 221