Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$788 Hold
7
﹤0.01% 2371
2025
Q1
$786 Sell
7
-4
-36% -$449 ﹤0.01% 2403
2024
Q4
$1.23K Sell
11
-21
-66% -$2.35K ﹤0.01% 2350
2024
Q3
$4.46K Sell
32
-10
-24% -$1.39K ﹤0.01% 2030
2024
Q2
$4.94K Buy
42
+29
+223% +$3.41K ﹤0.01% 1922
2024
Q1
$1.7K Hold
13
﹤0.01% 2177
2023
Q4
$1.62K Sell
13
-6
-32% -$746 ﹤0.01% 2113
2023
Q3
$2.01K Buy
19
+1
+6% +$106 ﹤0.01% 2048
2023
Q2
$2.02K Sell
18
-19
-51% -$2.14K ﹤0.01% 2021
2023
Q1
$3.98K Buy
37
+12
+48% +$1.29K ﹤0.01% 1792
2022
Q4
$2.77K Buy
25
+2
+9% +$222 ﹤0.01% 1712
2022
Q3
$2K Hold
23
﹤0.01% 1880
2022
Q2
$2K Hold
23
﹤0.01% 1909
2022
Q1
$2K Hold
23
﹤0.01% 1919
2021
Q4
$2K Hold
23
﹤0.01% 1904
2021
Q3
$2K Hold
23
﹤0.01% 1693
2021
Q2
$2K Hold
23
﹤0.01% 1663
2021
Q1
$2K Hold
23
﹤0.01% 1560
2020
Q4
$2K Hold
23
﹤0.01% 1514
2020
Q3
$2K Hold
23
﹤0.01% 1444
2020
Q2
$2K Hold
23
﹤0.01% 1432
2020
Q1
$2K Hold
23
﹤0.01% 1450
2019
Q4
$2K Hold
23
﹤0.01% 1587
2019
Q3
$2K Hold
23
﹤0.01% 1466
2019
Q2
$2K Hold
23
﹤0.01% 1512
2019
Q1
$2K Buy
+23
New +$2K ﹤0.01% 1491
2016
Q4
Sell
-120
Closed -$8K 1509
2016
Q3
$8K Sell
120
-12
-9% -$800 ﹤0.01% 1270
2016
Q2
$8K Buy
+132
New +$8K ﹤0.01% 1272