Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-189
Closed -$22.7K 641
2025
Q1
$22.7K Hold
189
﹤0.01% 351
2024
Q4
$19.6K Hold
189
﹤0.01% 350
2024
Q3
$21.7K Hold
189
﹤0.01% 408
2024
Q2
$19.8K Hold
189
﹤0.01% 503
2024
Q1
$24.1K Hold
189
﹤0.01% 457
2023
Q4
$20.5K Hold
189
﹤0.01% 439
2023
Q3
$19K Hold
189
﹤0.01% 453
2023
Q2
$17.6K Hold
189
﹤0.01% 457
2023
Q1
$18K Hold
189
﹤0.01% 423
2022
Q4
$16.4K Hold
189
﹤0.01% 440
2022
Q3
$14K Hold
189
﹤0.01% 473
2022
Q2
$13K Hold
189
﹤0.01% 456
2022
Q1
$13K Hold
189
﹤0.01% 467
2021
Q4
$14K Hold
189
﹤0.01% 450
2021
Q3
$17K Hold
189
﹤0.01% 441
2021
Q2
$14K Sell
189
-147
-44% -$10.9K ﹤0.01% 462
2021
Q1
$22K Sell
336
-336
-50% -$22K ﹤0.01% 398
2020
Q4
$47K Buy
+672
New +$47K ﹤0.01% 363