Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6K Sell
84
-1
-1% -$126 ﹤0.01% 1327
2025
Q1
$9.14K Buy
85
+9
+12% +$968 ﹤0.01% 1323
2024
Q4
$9.97K Hold
76
﹤0.01% 1254
2024
Q3
$8.17K Hold
76
﹤0.01% 1254
2024
Q2
$8.07K Hold
76
﹤0.01% 1212
2024
Q1
$9.27K Hold
76
﹤0.01% 1166
2023
Q4
$6.66K Hold
76
﹤0.01% 1199
2023
Q3
$5.67K Hold
76
﹤0.01% 1160
2023
Q2
$4.48K Hold
76
﹤0.01% 1201
2023
Q1
$2.42K Buy
+76
New +$2.42K ﹤0.01% 1236
2022
Q1
Sell
-64
Closed -$3K 1353
2021
Q4
$3K Hold
64
﹤0.01% 1104
2021
Q3
$3K Sell
64
-46
-42% -$2.16K ﹤0.01% 1272
2021
Q2
$5K Hold
110
﹤0.01% 1188
2021
Q1
$5K Hold
110
﹤0.01% 1073
2020
Q4
$5K Hold
110
﹤0.01% 998
2020
Q3
$3K Hold
110
﹤0.01% 1062
2020
Q2
$3K Buy
+110
New +$3K ﹤0.01% 993
2019
Q2
Sell
-110
Closed -$2K 615
2019
Q1
$2K Hold
110
﹤0.01% 517
2018
Q4
$2K Hold
110
﹤0.01% 535
2018
Q3
$4K Hold
110
﹤0.01% 578
2018
Q2
$4K Hold
110
﹤0.01% 595
2018
Q1
$4K Sell
110
-916
-89% -$33.3K ﹤0.01% 538
2017
Q4
$33K Sell
1,026
-2,637
-72% -$84.8K 0.02% 254
2017
Q3
$86K Hold
3,663
0.05% 198
2017
Q2
$82K Buy
+3,663
New +$82K 0.05% 195