Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19
Closed -$1.39K 2405
2025
Q1
$1.39K Sell
19
-35
-65% -$2.56K ﹤0.01% 2070
2024
Q4
$4.58K Sell
54
-17
-24% -$1.44K ﹤0.01% 1820
2024
Q3
$6.43K Hold
71
﹤0.01% 1745
2024
Q2
$5.72K Sell
71
-8
-10% -$645 ﹤0.01% 1720
2024
Q1
$7.69K Buy
79
+8
+11% +$779 ﹤0.01% 1685
2023
Q4
$5.85K Hold
71
﹤0.01% 1758
2023
Q3
$4.54K Sell
71
-13
-15% -$831 ﹤0.01% 1775
2023
Q2
$5.81K Buy
84
+21
+33% +$1.45K ﹤0.01% 1751
2023
Q1
$3.65K Buy
+63
New +$3.65K ﹤0.01% 1908
2021
Q1
Sell
-33
Closed -$1K 1929
2020
Q4
$1K Sell
33
-55
-63% -$1.67K ﹤0.01% 1371
2020
Q3
$2K Sell
88
-33
-27% -$750 ﹤0.01% 1305
2020
Q2
$2K Hold
121
﹤0.01% 1287
2020
Q1
$1K Buy
121
+27
+29% +$223 ﹤0.01% 1298
2019
Q4
$2K Buy
94
+71
+309% +$1.51K ﹤0.01% 1379
2019
Q3
$0 Buy
+23
New ﹤0.01% 1576