Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298 Buy
+4
New +$298 ﹤0.01% 700
2024
Q4
Sell
-546
Closed -$35.6K 690
2024
Q3
$35.6K Sell
546
-97
-15% -$6.32K ﹤0.01% 338
2024
Q2
$34.5K Sell
643
-178
-22% -$9.56K ﹤0.01% 440
2024
Q1
$43.3K Buy
+821
New +$43.3K 0.01% 376
2023
Q4
Sell
-40
Closed -$1.76K 494
2023
Q3
$1.76K Buy
40
+4
+11% +$176 ﹤0.01% 335
2023
Q2
$1.61K Buy
36
+8
+29% +$358 ﹤0.01% 547
2023
Q1
$1.24K Sell
28
-48
-63% -$2.13K ﹤0.01% 741
2022
Q4
$3.15K Sell
76
-276
-78% -$11.4K ﹤0.01% 762
2022
Q3
$13K Buy
352
+96
+38% +$3.55K ﹤0.01% 581
2022
Q2
$11K Buy
+256
New +$11K ﹤0.01% 564
2021
Q4
Sell
-62
Closed -$4K 418
2021
Q3
$4K Hold
62
﹤0.01% 316
2021
Q2
$4K Sell
62
-154
-71% -$9.94K ﹤0.01% 345
2021
Q1
$13K Sell
216
-33
-13% -$1.99K ﹤0.01% 254
2020
Q4
$13K Sell
249
-84
-25% -$4.39K 0.01% 230
2020
Q3
$17K Buy
+333
New +$17K 0.01% 195
2020
Q1
Sell
-48
Closed -$2K 196
2019
Q4
$2K Buy
+48
New +$2K ﹤0.01% 239