Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.7K Hold
132
﹤0.01% 813
2025
Q1
$12.5K Hold
132
﹤0.01% 805
2024
Q4
$11.2K Hold
132
﹤0.01% 816
2024
Q3
$13.2K Hold
132
﹤0.01% 761
2024
Q2
$11.8K Sell
132
-8
-6% -$713 ﹤0.01% 745
2024
Q1
$11.7K Sell
140
-32
-19% -$2.67K ﹤0.01% 770
2023
Q4
$13.4K Buy
172
+42
+32% +$3.28K ﹤0.01% 692
2023
Q3
$10K Hold
130
﹤0.01% 728
2023
Q2
$10.7K Buy
130
+5
+4% +$411 ﹤0.01% 710
2023
Q1
$8.82K Hold
125
﹤0.01% 759
2022
Q4
$8.57K Sell
125
-823
-87% -$56.4K ﹤0.01% 766
2022
Q3
$55K Sell
948
-170
-15% -$9.86K 0.01% 363
2022
Q2
$78K Sell
1,118
-322
-22% -$22.5K 0.01% 321
2022
Q1
$114K Buy
1,440
+107
+8% +$8.47K 0.01% 277
2021
Q4
$116K Buy
1,333
+19
+1% +$1.65K 0.01% 280
2021
Q3
$106K Buy
+1,314
New +$106K 0.01% 295
2020
Q4
Sell
-120
Closed -$7K 568
2020
Q3
$7K Hold
120
﹤0.01% 414
2020
Q2
$7K Hold
120
﹤0.01% 403
2020
Q1
$6K Hold
120
﹤0.01% 378
2019
Q4
$7K Hold
120
﹤0.01% 384
2019
Q3
$7K Sell
120
-16
-12% -$933 ﹤0.01% 386
2019
Q2
$8K Buy
+136
New +$8K ﹤0.01% 381