Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-747
Closed -$20.3K 1357
2025
Q1
$20.3K Buy
747
+721
+2,773% +$19.6K ﹤0.01% 850
2024
Q4
$742 Buy
+26
New +$742 ﹤0.01% 1280
2023
Q4
Sell
-240
Closed -$8.07K 1086
2023
Q3
$8.07K Hold
240
﹤0.01% 945
2023
Q2
$7.27K Sell
240
-166
-41% -$5.03K ﹤0.01% 954
2023
Q1
$10.8K Buy
406
+143
+54% +$3.79K ﹤0.01% 933
2022
Q4
$6.01K Hold
263
﹤0.01% 959
2022
Q3
$6K Hold
263
﹤0.01% 980
2022
Q2
$6K Hold
263
﹤0.01% 950
2022
Q1
$7K Hold
263
﹤0.01% 975
2021
Q4
$7K Hold
263
﹤0.01% 1003
2021
Q3
$8K Hold
263
﹤0.01% 1079
2021
Q2
$8K Hold
263
﹤0.01% 1083
2021
Q1
$8K Sell
263
-350
-57% -$10.6K ﹤0.01% 942
2020
Q4
$17K Hold
613
﹤0.01% 859
2020
Q3
$15K Hold
613
﹤0.01% 862
2020
Q2
$16K Hold
613
﹤0.01% 839
2020
Q1
$14K Hold
613
﹤0.01% 684
2019
Q4
$17K Hold
613
﹤0.01% 818
2019
Q3
$16K Sell
613
-530
-46% -$13.8K ﹤0.01% 764
2019
Q2
$30K Buy
1,143
+530
+86% +$13.9K ﹤0.01% 641
2019
Q1
$17K Buy
+613
New +$17K ﹤0.01% 696