Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-58
Closed -$1.06K 3431
2025
Q1
$1.06K Hold
58
﹤0.01% 3325
2024
Q4
$1.92K Sell
58
-7
-11% -$232 ﹤0.01% 3115
2024
Q3
$1.67K Buy
65
+29
+81% +$745 ﹤0.01% 2962
2024
Q2
$1.19K Buy
+36
New +$1.19K ﹤0.01% 2956
2021
Q3
Hold
0
3546
2021
Q2
Hold
0
3270
2021
Q1
Sell
-86
Closed -$4K 3191
2020
Q4
$4K Sell
86
-78
-48% -$3.63K ﹤0.01% 2381
2020
Q3
$3K Hold
164
﹤0.01% 2322
2020
Q2
$3K Buy
+164
New +$3K ﹤0.01% 2226
2019
Q1
Sell
-8
Closed 2528
2018
Q4
$0 Hold
8
﹤0.01% 3519
2018
Q3
$0 Hold
8
﹤0.01% 3805
2018
Q2
$0 Buy
+8
New ﹤0.01% 3847
2017
Q4
Hold
0
3788
2017
Q3
Hold
0
4043