Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.4K Hold
373
﹤0.01% 343
2025
Q1
$22.2K Hold
373
﹤0.01% 337
2024
Q4
$22.6K Sell
373
-69
-16% -$4.17K ﹤0.01% 345
2024
Q3
$31.8K Hold
442
﹤0.01% 351
2024
Q2
$31.1K Buy
442
+215
+95% +$15.1K ﹤0.01% 464
2024
Q1
$18.1K Buy
+227
New +$18.1K ﹤0.01% 511
2023
Q4
Sell
-236
Closed -$23.3K 432
2023
Q3
$23.3K Sell
236
-69
-23% -$6.8K ﹤0.01% 191
2023
Q2
$31.1K Buy
305
+3
+1% +$306 ﹤0.01% 311
2023
Q1
$33.9K Hold
302
﹤0.01% 358
2022
Q4
$28.1K Sell
302
-132
-30% -$12.3K ﹤0.01% 374
2022
Q3
$34K Sell
434
-110
-20% -$8.62K 0.01% 363
2022
Q2
$48K Buy
544
+84
+18% +$7.41K 0.01% 300
2022
Q1
$55K Hold
460
0.01% 221
2021
Q4
$76K Sell
460
-21
-4% -$3.47K 0.02% 152
2021
Q3
$72K Sell
481
-7
-1% -$1.05K 0.02% 127
2021
Q2
$77K Sell
488
-36
-7% -$5.68K 0.02% 125
2021
Q1
$72K Sell
524
-16
-3% -$2.2K 0.02% 125
2020
Q4
$70K Buy
540
+14
+3% +$1.82K 0.03% 115
2020
Q3
$48K Buy
526
+51
+11% +$4.65K 0.02% 130
2020
Q2
$37K Hold
475
0.02% 117
2020
Q1
$23K Hold
475
0.01% 120
2019
Q4
$45K Hold
475
0.02% 119
2019
Q3
$42K Sell
475
-66
-12% -$5.84K 0.02% 125
2019
Q2
$44K Buy
541
+66
+14% +$5.37K 0.01% 148
2019
Q1
$38K Hold
475
0.01% 132
2018
Q4
$29K Hold
475
0.01% 141
2018
Q3
$40K Sell
475
-475
-50% -$40K 0.03% 136
2018
Q2
$84K Buy
950
+475
+100% +$42K 0.08% 87
2018
Q1
$40K Hold
475
0.04% 131
2017
Q4
$40K Buy
+475
New +$40K 0.04% 135