Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.67K Sell
649
-297
-31% -$2.6K ﹤0.01% 461
2025
Q1
$8.24K Buy
946
+297
+46% +$2.59K ﹤0.01% 435
2024
Q4
$8.08K Sell
649
-124
-16% -$1.54K ﹤0.01% 402
2024
Q3
$8.98K Hold
773
﹤0.01% 482
2024
Q2
$8.22K Buy
773
+73
+10% +$776 ﹤0.01% 567
2024
Q1
$8.36K Buy
700
+49
+8% +$585 ﹤0.01% 526
2023
Q4
$7.05K Sell
651
-195
-23% -$2.11K ﹤0.01% 499
2023
Q3
$8.34K Buy
846
+161
+24% +$1.59K ﹤0.01% 520
2023
Q2
$6.84K Sell
685
-832
-55% -$8.3K ﹤0.01% 530
2023
Q1
$14.6K Hold
1,517
﹤0.01% 441
2022
Q4
$16.9K Sell
1,517
-55
-3% -$612 ﹤0.01% 437
2022
Q3
$13K Buy
1,572
+747
+91% +$6.18K ﹤0.01% 484
2022
Q2
$9K Buy
825
+193
+31% +$2.11K ﹤0.01% 485
2022
Q1
$7K Hold
632
﹤0.01% 520
2021
Q4
$9K Hold
632
﹤0.01% 486
2021
Q3
$9K Sell
632
-28
-4% -$399 ﹤0.01% 517
2021
Q2
$9K Sell
660
-74
-10% -$1.01K ﹤0.01% 510
2021
Q1
$10K Sell
734
-46
-6% -$627 ﹤0.01% 475
2020
Q4
$15K Buy
+780
New +$15K ﹤0.01% 488
2019
Q3
Sell
-85
Closed -$2K 744
2019
Q2
$2K Buy
+85
New +$2K ﹤0.01% 804
2016
Q4
Sell
-102
Closed -$4K 654
2016
Q3
$4K Buy
+102
New +$4K ﹤0.01% 552