Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11K Hold
95
﹤0.01% 989
2025
Q1
$2.18K Hold
95
﹤0.01% 996
2024
Q4
$2.2K Hold
95
﹤0.01% 975
2024
Q3
$3.31K Hold
95
﹤0.01% 908
2024
Q2
$3.08K Sell
95
-2,358
-96% -$76.3K ﹤0.01% 897
2024
Q1
$83.4K Sell
2,453
-213
-8% -$7.24K 0.01% 393
2023
Q4
$105K Buy
+2,666
New +$105K 0.02% 327
2023
Q3
Sell
-2,386
Closed -$109K 301
2023
Q2
$109K Buy
2,386
+42
+2% +$1.92K 0.02% 301
2023
Q1
$105K Hold
2,344
0.02% 302
2022
Q4
$103K Hold
2,344
0.03% 287
2022
Q3
$98K Hold
2,344
0.03% 245
2022
Q2
$115K Hold
2,344
0.03% 224
2022
Q1
$130K Hold
2,344
0.03% 221
2021
Q4
$122K Sell
2,344
-146
-6% -$7.6K 0.03% 216
2021
Q3
$103K Buy
2,490
+146
+6% +$6.04K 0.07% 121
2021
Q2
$116K Hold
2,344
0.03% 220
2021
Q1
$106K Sell
2,344
-146
-6% -$6.6K 0.04% 172
2020
Q4
$107K Hold
2,490
0.07% 125
2020
Q3
$103K Buy
2,490
+1,095
+78% +$45.3K 0.07% 121
2020
Q2
$58K Buy
1,395
+835
+149% +$34.7K 0.05% 151
2020
Q1
$23K Buy
+560
New +$23K 0.02% 186