Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-83
Closed -$14K 474
2025
Q1
$14K Sell
83
-19
-19% -$3.21K ﹤0.01% 433
2024
Q4
$20K Hold
102
﹤0.01% 381
2024
Q3
$18K Sell
102
-153
-60% -$27K ﹤0.01% 375
2024
Q2
$44K Hold
255
﹤0.01% 360
2024
Q1
$35K Sell
255
-60
-19% -$8.24K ﹤0.01% 358
2023
Q4
$33K Buy
315
+13
+4% +$1.36K ﹤0.01% 365
2023
Q3
$26K Hold
302
﹤0.01% 359
2023
Q2
$30K Hold
302
﹤0.01% 363
2023
Q1
$28K Hold
302
﹤0.01% 374
2022
Q4
$22K Hold
302
﹤0.01% 376
2022
Q3
$21K Buy
302
+20
+7% +$1.39K ﹤0.01% 378
2022
Q2
$23K Sell
282
-39
-12% -$3.18K ﹤0.01% 380
2022
Q1
$33K Sell
321
-25
-7% -$2.57K ﹤0.01% 363
2021
Q4
$42K Buy
346
+59
+21% +$7.16K ﹤0.01% 354
2021
Q3
$32K Sell
287
-106
-27% -$11.8K ﹤0.01% 353
2021
Q2
$47K Hold
393
﹤0.01% 357
2021
Q1
$46K Sell
393
-60
-13% -$7.02K ﹤0.01% 364
2020
Q4
$49K Sell
453
-185
-29% -$20K ﹤0.01% 357
2020
Q3
$52K Sell
638
-78
-11% -$6.36K ﹤0.01% 348
2020
Q2
$41K Sell
716
-128
-15% -$7.33K ﹤0.01% 359
2020
Q1
$40K Buy
844
+94
+13% +$4.46K ﹤0.01% 386
2019
Q4
$44K Sell
750
-42,994
-98% -$2.52M ﹤0.01% 379
2019
Q3
$2.03M Buy
+43,744
New +$2.03M 0.01% 268