Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$661 Buy
+37
New +$661 ﹤0.01% 6775
2025
Q1
Sell
-8
Closed -$127 7238
2024
Q4
$127 Sell
8
-37
-82% -$587 ﹤0.01% 7045
2024
Q3
$768 Sell
45
-72
-62% -$1.23K ﹤0.01% 6716
2024
Q2
$2.07K Buy
+117
New +$2.07K ﹤0.01% 6420
2024
Q1
Sell
-152
Closed -$3.33K 6983
2023
Q4
$3.33K Sell
152
-74
-33% -$1.62K ﹤0.01% 6244
2023
Q3
$3.57K Buy
226
+74
+49% +$1.17K ﹤0.01% 6325
2023
Q2
$2.13K Hold
152
﹤0.01% 6530
2023
Q1
$1.7K Hold
152
﹤0.01% 6674
2022
Q4
$2K Buy
152
+78
+105% +$1.03K ﹤0.01% 6551
2022
Q3
$1K Buy
+74
New +$1K ﹤0.01% 6837
2021
Q3
Sell
-616
Closed -$16K 7078
2021
Q2
$16K Buy
616
+136
+28% +$3.53K ﹤0.01% 5765
2021
Q1
$9K Sell
480
-17
-3% -$319 ﹤0.01% 5876
2020
Q4
$13K Buy
497
+7
+1% +$183 ﹤0.01% 5341
2020
Q3
$13K Buy
490
+7
+1% +$186 ﹤0.01% 5113
2020
Q2
$11K Buy
+483
New +$11K ﹤0.01% 5083