Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-34
Closed -$4.99K 1059
2025
Q1
$4.99K Buy
34
+27
+386% +$3.97K ﹤0.01% 684
2024
Q4
$904 Buy
+7
New +$904 ﹤0.01% 799
2024
Q2
Sell
-78
Closed -$6.11K 713
2024
Q1
$6.11K Hold
78
﹤0.01% 504
2023
Q4
$7.11K Hold
78
﹤0.01% 490
2023
Q3
$5.86K Hold
78
﹤0.01% 491
2023
Q2
$6.57K Sell
78
-293
-79% -$24.7K ﹤0.01% 476
2023
Q1
$32.4K Buy
371
+100
+37% +$8.74K 0.02% 328
2022
Q4
$27.2K Buy
271
+147
+119% +$14.8K 0.02% 338
2022
Q3
$11.8K Hold
124
0.01% 395
2022
Q2
$13.4K Buy
124
+77
+164% +$8.3K 0.01% 374
2022
Q1
$5.84K Hold
47
﹤0.01% 455
2021
Q4
$6.93K Hold
47
﹤0.01% 426
2021
Q3
$6.89K Hold
47
﹤0.01% 376
2021
Q2
$7.77K Hold
47
﹤0.01% 378
2021
Q1
$7.52K Sell
47
-37
-44% -$5.92K 0.01% 330
2020
Q4
$12.2K Buy
84
+10
+14% +$1.46K 0.01% 297
2020
Q3
$9.85K Sell
74
-78
-51% -$10.4K 0.01% 304
2020
Q2
$19.7K Buy
152
+78
+105% +$10.1K 0.02% 295
2020
Q1
$8.26K Hold
74
0.01% 367
2019
Q4
$10.9K Buy
+74
New +$10.9K 0.01% 373