Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-44
Closed -$7.96K 926
2025
Q1
$7.96K Sell
44
-30
-41% -$5.43K ﹤0.01% 686
2024
Q4
$15.5K Buy
+74
New +$15.5K ﹤0.01% 598
2022
Q4
Sell
-605
Closed -$121K 1353
2022
Q3
$121K Buy
605
+98
+19% +$19.6K 0.01% 658
2022
Q2
$92K Sell
507
-199
-28% -$36.1K 0.01% 745
2022
Q1
$135K Buy
+706
New +$135K 0.01% 741
2021
Q4
Sell
-785
Closed -$162K 1720
2021
Q3
$162K Buy
785
+50
+7% +$10.3K 0.01% 779
2021
Q2
$162K Buy
735
+38
+5% +$8.38K 0.01% 779
2021
Q1
$146K Buy
697
+401
+135% +$84K 0.01% 810
2020
Q4
$59K Buy
296
+104
+54% +$20.7K 0.01% 534
2020
Q3
$35K Buy
192
+20
+12% +$3.65K ﹤0.01% 1017
2020
Q2
$27K Sell
172
-477
-73% -$74.9K ﹤0.01% 1065
2020
Q1
$89K Sell
649
-30
-4% -$4.11K 0.01% 743
2019
Q4
$117K Sell
679
-24
-3% -$4.14K 0.01% 750
2019
Q3
$115K Buy
703
+6
+0.9% +$982 0.01% 758
2019
Q2
$120K Buy
697
+204
+41% +$35.1K 0.01% 709
2019
Q1
$75K Buy
493
+71
+17% +$10.8K 0.01% 772
2018
Q4
$53K Buy
+422
New +$53K ﹤0.01% 800