Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.01K Buy
+312
New +$5.01K ﹤0.01% 730
2025
Q1
Sell
-266
Closed -$3.61K 1119
2024
Q4
$3.61K Hold
266
﹤0.01% 790
2024
Q3
$4.46K Hold
266
﹤0.01% 776
2024
Q2
$4.03K Sell
266
-602
-69% -$9.11K ﹤0.01% 784
2024
Q1
$13.9K Hold
868
﹤0.01% 602
2023
Q4
$15.4K Hold
868
﹤0.01% 569
2023
Q3
$14.2K Sell
868
-689
-44% -$11.3K ﹤0.01% 577
2023
Q2
$30.3K Hold
1,557
0.01% 457
2023
Q1
$30.9K Hold
1,557
0.01% 434
2022
Q4
$30.1K Hold
1,557
0.01% 429
2022
Q3
$30.9K Hold
1,557
0.01% 417
2022
Q2
$34.7K Hold
1,557
0.01% 421
2022
Q1
$40.7K Buy
1,557
+1,257
+419% +$32.9K 0.01% 402
2021
Q4
$7.08K Sell
300
-1,800
-86% -$42.5K ﹤0.01% 673
2021
Q3
$46.2K Sell
2,100
-100
-5% -$2.2K 0.01% 390
2021
Q2
$49.4K Hold
2,200
0.02% 373
2021
Q1
$43.8K Buy
2,200
+130
+6% +$2.59K 0.02% 367
2020
Q4
$41K Hold
2,070
0.02% 358
2020
Q3
$36.3K Buy
2,070
+370
+22% +$6.49K 0.02% 349
2020
Q2
$28.4K Buy
1,700
+100
+6% +$1.67K 0.01% 370
2020
Q1
$25K Hold
1,600
0.02% 367
2019
Q4
$31K Hold
1,600
0.02% 392
2019
Q3
$28.5K Hold
1,600
0.02% 358
2019
Q2
$29.6K Buy
1,600
+400
+33% +$7.41K 0.02% 344
2019
Q1
$22.2K Buy
1,200
+340
+40% +$6.3K 0.02% 376
2018
Q4
$14.2K Hold
860
0.01% 410
2018
Q3
$15.8K Hold
860
0.01% 404
2018
Q2
$15.3K Buy
+860
New +$15.3K 0.01% 396
2017
Q3
Sell
-1,204
Closed -$20.8K 655
2017
Q2
$20.8K Hold
1,204
0.02% 303
2017
Q1
$19.5K Hold
1,204
0.02% 288
2016
Q4
$19.2K Buy
+1,204
New +$19.2K 0.02% 281