Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$516 Buy
+2
New +$516 ﹤0.01% 645
2024
Q4
Sell
-62
Closed -$15.1K 773
2024
Q3
$15.1K Sell
62
-24
-28% -$5.86K ﹤0.01% 434
2024
Q2
$16.5K Buy
86
+24
+39% +$4.59K ﹤0.01% 588
2024
Q1
$12.3K Buy
+62
New +$12.3K ﹤0.01% 592
2023
Q3
Sell
-11
Closed -$2.4K 853
2023
Q2
$2.4K Sell
11
-196
-95% -$42.8K ﹤0.01% 521
2023
Q1
$45.3K Sell
207
-125
-38% -$27.4K 0.01% 317
2022
Q4
$69.1K Sell
332
-67
-17% -$13.9K 0.01% 269
2022
Q3
$87K Buy
399
+71
+22% +$15.5K 0.02% 241
2022
Q2
$69K Buy
+328
New +$69K 0.02% 257
2021
Q4
Sell
-9
Closed -$2K 453
2021
Q3
$2K Hold
9
﹤0.01% 362
2021
Q2
$2K Hold
9
﹤0.01% 408
2021
Q1
$2K Hold
9
﹤0.01% 416
2020
Q4
$2K Hold
9
﹤0.01% 406
2020
Q3
$2K Buy
+9
New +$2K ﹤0.01% 524