Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1410
2025
Q1
Sell
-568
Closed -$4.47K 1453
2024
Q4
$4.47K Buy
568
+86
+18% +$677 ﹤0.01% 1021
2024
Q3
$6.04K Buy
+482
New +$6.04K ﹤0.01% 962
2024
Q1
Sell
-66
Closed -$681 1075
2023
Q4
$681 Buy
66
+30
+83% +$310 ﹤0.01% 993
2023
Q3
$253 Hold
36
﹤0.01% 1136
2023
Q2
$447 Hold
36
﹤0.01% 1099
2023
Q1
$326 Hold
36
﹤0.01% 1178
2022
Q4
$153 Sell
36
-19
-35% -$81 ﹤0.01% 1098
2022
Q3
$0 Buy
55
+19
+53% ﹤0.01% 1187
2022
Q2
$0 Hold
36
﹤0.01% 1169
2022
Q1
$1K Hold
36
﹤0.01% 1122
2021
Q4
$1K Hold
36
﹤0.01% 1149
2021
Q3
$2K Hold
36
﹤0.01% 1168
2021
Q2
$2K Hold
36
﹤0.01% 1163
2021
Q1
$2K Hold
36
﹤0.01% 1026
2020
Q4
$2K Hold
36
﹤0.01% 1012
2020
Q3
$2K Hold
36
﹤0.01% 1039
2020
Q2
$2K Buy
+36
New +$2K ﹤0.01% 1032