Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.98K Sell
13
-30
-70% -$13.8K ﹤0.01% 714
2025
Q1
$19.9K Hold
43
﹤0.01% 543
2024
Q4
$17.9K Sell
43
-42
-49% -$17.5K ﹤0.01% 566
2024
Q3
$40.4K Hold
85
0.01% 458
2024
Q2
$37.2K Buy
85
+47
+124% +$20.5K 0.01% 455
2024
Q1
$17.5K Hold
38
﹤0.01% 566
2023
Q4
$15.5K Sell
38
-10
-21% -$4.07K ﹤0.01% 568
2023
Q3
$17.9K Hold
48
﹤0.01% 540
2023
Q2
$18.3K Hold
48
﹤0.01% 543
2023
Q1
$17K Buy
48
+20
+71% +$7.07K ﹤0.01% 535
2022
Q4
$9.15K Sell
28
-17
-38% -$5.55K ﹤0.01% 629
2022
Q3
$12.1K Hold
45
﹤0.01% 559
2022
Q2
$12.9K Hold
45
﹤0.01% 577
2022
Q1
$14.4K Buy
45
+30
+200% +$9.58K ﹤0.01% 557
2021
Q4
$5.2K Hold
15
﹤0.01% 704
2021
Q3
$4.4K Hold
15
﹤0.01% 833
2021
Q2
$4.34K Hold
15
﹤0.01% 831
2021
Q1
$4.2K Hold
15
﹤0.01% 796
2020
Q4
$3.95K Buy
+15
New +$3.95K ﹤0.01% 771
2020
Q2
Sell
-4
Closed -$692 924
2020
Q1
$692 Hold
4
﹤0.01% 774
2019
Q4
$852 Buy
+4
New +$852 ﹤0.01% 842