Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.6K Hold
800
﹤0.01% 376
2025
Q1
$22.2K Hold
800
﹤0.01% 361
2024
Q4
$26.1K Sell
800
-46
-5% -$1.5K ﹤0.01% 368
2024
Q3
$30.3K Buy
846
+46
+6% +$1.65K ﹤0.01% 368
2024
Q2
$28K Hold
800
﹤0.01% 359
2024
Q1
$24.2K Hold
800
﹤0.01% 381
2023
Q4
$24.1K Buy
800
+200
+33% +$6.02K ﹤0.01% 394
2023
Q3
$15.4K Sell
600
-806
-57% -$20.7K ﹤0.01% 397
2023
Q2
$43.2K Hold
1,406
﹤0.01% 336
2023
Q1
$41.3K Sell
1,406
-214
-13% -$6.28K ﹤0.01% 339
2022
Q4
$43.5K Hold
1,620
﹤0.01% 337
2022
Q3
$40.4K Sell
1,620
-619
-28% -$15.4K ﹤0.01% 317
2022
Q2
$73K Hold
2,239
0.01% 288
2022
Q1
$81K Hold
2,239
﹤0.01% 270
2021
Q4
$84K Buy
2,239
+80
+4% +$3K ﹤0.01% 279
2021
Q3
$59.1K Sell
2,159
-13
-0.6% -$356 ﹤0.01% 307
2021
Q2
$65.6K Buy
2,172
+400
+23% +$12.1K ﹤0.01% 298
2021
Q1
$56.3K Hold
1,772
﹤0.01% 322
2020
Q4
$44K Sell
1,772
-436
-20% -$10.8K ﹤0.01% 337
2020
Q3
$41.9K Buy
2,208
+569
+35% +$10.8K 0.01% 283
2020
Q2
$28.6K Hold
1,639
﹤0.01% 299
2020
Q1
$28.5K Hold
1,639
0.01% 289
2019
Q4
$33.7K Hold
1,639
﹤0.01% 333
2019
Q3
$31K Hold
1,639
﹤0.01% 317
2019
Q2
$34.1K Hold
1,639
0.01% 292
2019
Q1
$31.8K Hold
1,639
0.01% 260
2018
Q4
$33K Hold
1,639
0.01% 225
2018
Q3
$42K Buy
+1,639
New +$42K 0.01% 208