Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.37K Hold
14
﹤0.01% 859
2025
Q1
$2.16K Sell
14
-55
-80% -$8.48K ﹤0.01% 851
2024
Q4
$11.7K Hold
69
﹤0.01% 672
2024
Q3
$12K Hold
69
﹤0.01% 662
2024
Q2
$11.9K Hold
69
﹤0.01% 643
2024
Q1
$18K Sell
69
-25
-27% -$6.52K 0.01% 567
2023
Q4
$18.8K Buy
+94
New +$18.8K 0.01% 536
2021
Q3
Sell
-231
Closed -$57K 750
2021
Q2
$57K Hold
231
0.03% 331
2021
Q1
$50K Sell
231
-84
-27% -$18.2K 0.02% 344
2020
Q4
$89K Hold
315
0.05% 245
2020
Q3
$72K Hold
315
0.05% 256
2020
Q2
$60K Hold
315
0.04% 267
2020
Q1
$45K Hold
315
0.04% 272
2019
Q4
$49K Sell
315
-132
-30% -$20.5K 0.03% 308
2019
Q3
$64K Buy
447
+132
+42% +$18.9K 0.04% 264
2019
Q2
$43K Buy
315
+97
+44% +$13.2K 0.02% 332
2019
Q1
$27K Hold
218
0.02% 389
2018
Q4
$24K Buy
+218
New +$24K 0.01% 393
2017
Q1
$22K Buy
+323
New +$22K 0.02% 402