Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.18K Buy
4
+1
+33% +$796 ﹤0.01% 370
2025
Q1
$2.45K Hold
3
﹤0.01% 367
2024
Q4
$2.83K Hold
3
﹤0.01% 352
2024
Q3
$2.66K Buy
3
+1
+50% +$888 ﹤0.01% 354
2024
Q2
$1.51K Hold
2
﹤0.01% 386
2024
Q1
$1.65K Buy
+2
New +$1.65K ﹤0.01% 371
2023
Q4
Sell
-320
Closed -$233K 430
2023
Q3
$233K Hold
320
0.08% 181
2023
Q2
$251K Buy
320
+26
+9% +$20.4K 0.08% 188
2023
Q1
$212K Hold
294
0.07% 196
2022
Q4
$202K Hold
294
0.07% 184
2022
Q3
$167K Hold
294
0.07% 185
2022
Q2
$193K Buy
294
+33
+13% +$21.7K 0.08% 179
2022
Q1
$194K Buy
261
+137
+110% +$102K 0.06% 189
2021
Q4
$100K Hold
124
0.03% 221
2021
Q3
$98K Sell
124
-16
-11% -$12.6K 0.04% 218
2021
Q2
$112K Hold
140
0.04% 212
2021
Q1
$96K Buy
140
+74
+112% +$50.7K 0.04% 201
2020
Q4
$48K Buy
66
+16
+32% +$11.6K 0.02% 219
2020
Q3
$38K Hold
50
0.02% 208
2020
Q2
$36K Hold
50
0.02% 196
2020
Q1
$32K Buy
+50
New +$32K 0.02% 185
2019
Q4
Sell
-50
Closed -$29K 321
2019
Q3
$29K Hold
50
0.02% 221
2019
Q2
$25K Hold
50
0.02% 236
2019
Q1
$23K Buy
+50
New +$23K 0.02% 213
2018
Q3
Sell
-88
Closed -$38K 342
2018
Q2
$38K Hold
88
0.03% 187
2018
Q1
$36K Buy
+88
New +$36K 0.03% 200