Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-631
Closed -$20.9K 647
2025
Q1
$20.9K Sell
631
-197
-24% -$6.52K ﹤0.01% 743
2024
Q4
$31.8K Buy
828
+459
+124% +$17.6K 0.01% 630
2024
Q3
$12.3K Buy
369
+3
+0.8% +$100 ﹤0.01% 858
2024
Q2
$10.8K Sell
366
-48
-12% -$1.42K ﹤0.01% 850
2024
Q1
$11.8K Sell
414
-117
-22% -$3.35K ﹤0.01% 814
2023
Q4
$12.2K Sell
531
-4
-0.7% -$92 ﹤0.01% 775
2023
Q3
$10.9K Sell
535
-199
-27% -$4.04K ﹤0.01% 723
2023
Q2
$15.3K Hold
734
﹤0.01% 633
2023
Q1
$12.7K Sell
734
-159
-18% -$2.76K ﹤0.01% 674
2022
Q4
$14.4K Hold
893
﹤0.01% 637
2022
Q3
$11K Buy
893
+150
+20% +$1.85K ﹤0.01% 746
2022
Q2
$8K Buy
743
+232
+45% +$2.5K ﹤0.01% 698
2022
Q1
$7K Hold
511
﹤0.01% 664
2021
Q4
$7K Hold
511
﹤0.01% 634
2021
Q3
$7K Hold
511
﹤0.01% 627
2021
Q2
$7K Hold
511
﹤0.01% 598
2021
Q1
$7K Hold
511
﹤0.01% 559
2020
Q4
$6K Hold
511
﹤0.01% 537
2020
Q3
$5K Buy
+511
New +$5K ﹤0.01% 528