Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-38
Closed -$3.52K 1303
2025
Q1
$3.52K Buy
+38
New +$3.52K ﹤0.01% 1095
2023
Q3
Sell
-309
Closed -$28.3K 1153
2023
Q2
$28.3K Sell
309
-23
-7% -$2.1K ﹤0.01% 817
2023
Q1
$24.4K Hold
332
﹤0.01% 832
2022
Q4
$27.7K Hold
332
﹤0.01% 790
2022
Q3
$32K Hold
332
﹤0.01% 775
2022
Q2
$35K Sell
332
-22
-6% -$2.32K ﹤0.01% 755
2022
Q1
$61K Hold
354
﹤0.01% 705
2021
Q4
$57K Buy
354
+113
+47% +$18.2K ﹤0.01% 728
2021
Q3
$36K Hold
241
﹤0.01% 839
2021
Q2
$59K Buy
241
+37
+18% +$9.06K ﹤0.01% 747
2021
Q1
$54K Hold
204
﹤0.01% 710
2020
Q4
$60K Hold
204
﹤0.01% 674
2020
Q3
$48K Hold
204
﹤0.01% 678
2020
Q2
$41K Buy
+204
New +$41K ﹤0.01% 687