Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281 Sell
14
-10
-42% -$201 ﹤0.01% 2281
2025
Q1
$597 Hold
24
﹤0.01% 2190
2024
Q4
$831 Sell
24
-6
-20% -$208 ﹤0.01% 2122
2024
Q3
$1.46K Sell
30
-76
-72% -$3.71K ﹤0.01% 2073
2024
Q2
$5.02K Hold
106
﹤0.01% 1760
2024
Q1
$6.25K Hold
106
﹤0.01% 1752
2023
Q4
$5.74K Sell
106
-48
-31% -$2.6K ﹤0.01% 1765
2023
Q3
$7.71K Buy
154
+1
+0.7% +$50 ﹤0.01% 1611
2023
Q2
$7.87K Sell
153
-60
-28% -$3.09K ﹤0.01% 1638
2023
Q1
$11.8K Sell
213
-22
-9% -$1.22K ﹤0.01% 1489
2022
Q4
$12.4K Buy
235
+45
+24% +$2.38K ﹤0.01% 1456
2022
Q3
$7K Buy
190
+55
+41% +$2.03K ﹤0.01% 1653
2022
Q2
$6K Buy
135
+112
+487% +$4.98K ﹤0.01% 1775
2022
Q1
$1K Buy
23
+9
+64% +$391 ﹤0.01% 1612
2021
Q4
$1K Hold
14
﹤0.01% 2140
2021
Q3
$1K Buy
+14
New +$1K ﹤0.01% 2158
2019
Q1
Sell
-411
Closed -$8K 1622
2018
Q4
$8K Hold
411
﹤0.01% 1100
2018
Q3
$10K Hold
411
﹤0.01% 1113
2018
Q2
$11K Hold
411
﹤0.01% 1082
2018
Q1
$12K Hold
411
﹤0.01% 942
2017
Q4
$15K Hold
411
﹤0.01% 897
2017
Q3
$15K Hold
411
﹤0.01% 879
2017
Q2
$12K Buy
411
+102
+33% +$2.98K ﹤0.01% 925
2017
Q1
$9K Buy
+309
New +$9K ﹤0.01% 1046