Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-137
Closed -$18.1K 618
2025
Q1
$18.1K Buy
+137
New +$18.1K ﹤0.01% 373
2024
Q2
Sell
-13
Closed -$941 729
2024
Q1
$941 Hold
13
﹤0.01% 654
2023
Q4
$1.01K Hold
13
﹤0.01% 648
2023
Q3
$1.13K Sell
13
-33
-72% -$2.86K ﹤0.01% 702
2023
Q2
$3.83K Buy
46
+33
+254% +$2.75K ﹤0.01% 577
2023
Q1
$1.33K Hold
13
﹤0.01% 547
2022
Q4
$1.15K Hold
13
﹤0.01% 577
2022
Q3
$1K Hold
13
﹤0.01% 606
2022
Q2
$1K Hold
13
﹤0.01% 540
2022
Q1
$1K Hold
13
﹤0.01% 579
2021
Q4
$2K Hold
13
﹤0.01% 551
2021
Q3
$2K Sell
13
-1,144
-99% -$176K ﹤0.01% 577
2021
Q2
$262K Buy
1,157
+434
+60% +$98.3K 0.02% 221
2021
Q1
$164K Buy
723
+710
+5,462% +$161K 0.01% 251
2020
Q4
$3K Hold
13
﹤0.01% 628
2020
Q3
$4K Hold
13
﹤0.01% 528
2020
Q2
$3K Hold
13
﹤0.01% 505
2020
Q1
$3K Hold
13
﹤0.01% 510
2019
Q4
$3K Hold
13
﹤0.01% 485
2019
Q3
$2K Sell
13
-364
-97% -$56K ﹤0.01% 486
2019
Q2
$64K Buy
377
+145
+63% +$24.6K 0.01% 331
2019
Q1
$42K Buy
232
+218
+1,557% +$39.5K ﹤0.01% 340
2018
Q4
$2K Buy
14
+1
+8% +$143 ﹤0.01% 518
2018
Q3
$2K Buy
+13
New +$2K ﹤0.01% 544