Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.02K Buy
32
+9
+39% +$1.13K ﹤0.01% 818
2025
Q1
$3.15K Buy
+23
New +$3.15K ﹤0.01% 825
2024
Q4
Sell
-45
Closed -$8.72K 888
2024
Q3
$8.72K Hold
45
﹤0.01% 708
2024
Q2
$10.4K Hold
45
﹤0.01% 662
2024
Q1
$9.7K Hold
45
﹤0.01% 662
2023
Q4
$11.6K Hold
45
﹤0.01% 614
2023
Q3
$11.6K Hold
45
﹤0.01% 587
2023
Q2
$12.8K Hold
45
﹤0.01% 564
2023
Q1
$12.5K Hold
45
﹤0.01% 573
2022
Q4
$12K Hold
45
﹤0.01% 543
2022
Q3
$12K Hold
45
0.01% 517
2022
Q2
$9K Sell
45
-269
-86% -$53.8K ﹤0.01% 574
2022
Q1
$66K Sell
314
-93
-23% -$19.5K 0.02% 310
2021
Q4
$98K Sell
407
-70
-15% -$16.9K 0.03% 254
2021
Q3
$135K Sell
477
-5
-1% -$1.42K 0.05% 202
2021
Q2
$167K Sell
482
-506
-51% -$175K 0.08% 178
2021
Q1
$276K Sell
988
-31
-3% -$8.66K 0.13% 131
2020
Q4
$250K Buy
1,019
+70
+7% +$17.2K 0.15% 123
2020
Q3
$269K Hold
949
0.19% 109
2020
Q2
$254K Buy
949
+10
+1% +$2.68K 0.19% 111
2020
Q1
$297K Hold
939
0.25% 87
2019
Q4
$279K Sell
939
-106
-10% -$31.5K 0.19% 103
2019
Q3
$243K Sell
1,045
-224
-18% -$52.1K 0.14% 112
2019
Q2
$297K Buy
1,269
+25
+2% +$5.85K 0.17% 92
2019
Q1
$294K Sell
1,244
-59
-5% -$13.9K 0.17% 91
2018
Q4
$392K Buy
+1,303
New +$392K 0.24% 66
2017
Q1
$223K Buy
+815
New +$223K 0.16% 94