Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42K Buy
+20
New +$2.42K ﹤0.01% 396
2023
Q1
Sell
-123
Closed -$11.2K 463
2022
Q4
$11.2K Buy
+123
New +$11.2K ﹤0.01% 320
2022
Q2
Sell
-44
Closed -$4K 523
2022
Q1
$4K Buy
+44
New +$4K ﹤0.01% 439
2021
Q3
Sell
-49
Closed -$4K 511
2021
Q2
$4K Hold
49
﹤0.01% 391
2021
Q1
$4K Hold
49
﹤0.01% 364
2020
Q4
$5K Sell
49
-6,010
-99% -$613K ﹤0.01% 329
2020
Q3
$527K Buy
6,059
+485
+9% +$42.2K 0.25% 116
2020
Q2
$487K Buy
5,574
+194
+4% +$17K 0.26% 111
2020
Q1
$443K Buy
5,380
+272
+5% +$22.4K 0.31% 101
2019
Q4
$484K Sell
5,108
-52
-1% -$4.93K 0.29% 109
2019
Q3
$448K Buy
5,160
+4,985
+2,849% +$433K 0.28% 121
2019
Q2
$16K Sell
175
-20
-10% -$1.83K 0.01% 262
2019
Q1
$17K Hold
195
0.01% 231
2018
Q4
$15K Hold
195
0.01% 235
2018
Q3
$15K Hold
195
0.01% 233
2018
Q2
$13K Hold
195
0.01% 245
2018
Q1
$14K Hold
195
0.01% 249
2017
Q4
$15K Buy
+195
New +$15K 0.01% 229