Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.1K Sell
732
-210
-22% -$5.47K ﹤0.01% 1720
2025
Q1
$23.9K Sell
942
-127
-12% -$3.23K ﹤0.01% 1704
2024
Q4
$22.6K Sell
1,069
-166
-13% -$3.51K ﹤0.01% 1761
2024
Q3
$23.9K Hold
1,235
﹤0.01% 1738
2024
Q2
$21K Buy
1,235
+85
+7% +$1.44K ﹤0.01% 1713
2024
Q1
$19.7K Buy
1,150
+180
+19% +$3.09K ﹤0.01% 1726
2023
Q4
$18.4K Sell
970
-40
-4% -$758 ﹤0.01% 1754
2023
Q3
$16.6K Buy
1,010
+180
+22% +$2.97K ﹤0.01% 1782
2023
Q2
$14.9K Buy
830
+230
+38% +$4.14K ﹤0.01% 1808
2023
Q1
$10.9K Buy
600
+55
+10% +$997 ﹤0.01% 1865
2022
Q4
$8.32K Buy
545
+35
+7% +$534 ﹤0.01% 1885
2022
Q3
$7K Buy
510
+40
+9% +$549 ﹤0.01% 1870
2022
Q2
$8K Sell
470
-35
-7% -$596 ﹤0.01% 1852
2022
Q1
$10K Buy
505
+15
+3% +$297 ﹤0.01% 1891
2021
Q4
$13K Sell
490
-85
-15% -$2.26K ﹤0.01% 1910
2021
Q3
$13K Hold
575
﹤0.01% 1967
2021
Q2
$11K Buy
575
+190
+49% +$3.64K ﹤0.01% 1978
2021
Q1
$8K Sell
385
-100
-21% -$2.08K ﹤0.01% 2027
2020
Q4
$10K Sell
485
-55
-10% -$1.13K ﹤0.01% 1988
2020
Q3
$8K Sell
540
-50
-8% -$741 ﹤0.01% 1984
2020
Q2
$8K Hold
590
﹤0.01% 1962
2020
Q1
$7K Buy
590
+25
+4% +$297 ﹤0.01% 1900
2019
Q4
$8K Hold
565
﹤0.01% 1923
2019
Q3
$7K Hold
565
﹤0.01% 1919
2019
Q2
$6K Hold
565
﹤0.01% 1963
2019
Q1
$5K Buy
565
+75
+15% +$664 ﹤0.01% 1975
2018
Q4
$5K Buy
490
+115
+31% +$1.17K ﹤0.01% 1982
2018
Q3
$5K Hold
375
﹤0.01% 2060
2018
Q2
$4K Buy
+375
New +$4K ﹤0.01% 2042