Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,351
Closed -$30.9K 2307
2025
Q1
$30.9K Hold
3,351
﹤0.01% 1892
2024
Q4
$26.4K Hold
3,351
﹤0.01% 1754
2024
Q3
$42K Hold
3,351
﹤0.01% 1532
2024
Q2
$20.1K Buy
3,351
+198
+6% +$1.19K ﹤0.01% 1848
2024
Q1
$21K Hold
3,153
﹤0.01% 1832
2023
Q4
$32.5K Sell
3,153
-294
-9% -$3.03K ﹤0.01% 1595
2023
Q3
$24.3K Hold
3,447
﹤0.01% 1617
2023
Q2
$42.8K Sell
3,447
-22
-0.6% -$273 ﹤0.01% 1339
2023
Q1
$31.4K Buy
3,469
+855
+33% +$7.75K ﹤0.01% 1471
2022
Q4
$11.1K Buy
2,614
+2,480
+1,851% +$10.5K ﹤0.01% 1895
2022
Q3
$1K Buy
+134
New +$1K ﹤0.01% 2551
2022
Q2
Sell
-485
Closed -$9K 2694
2022
Q1
$9K Buy
485
+31
+7% +$575 ﹤0.01% 1708
2021
Q4
$17K Buy
454
+1
+0.2% +$37 ﹤0.01% 1385
2021
Q3
$23K Sell
453
-2
-0.4% -$102 ﹤0.01% 1186
2021
Q2
$29K Buy
455
+11
+2% +$701 ﹤0.01% 1052
2021
Q1
$30K Hold
444
﹤0.01% 1005
2020
Q4
$30K Hold
444
0.01% 937
2020
Q3
$22K Hold
444
﹤0.01% 920
2020
Q2
$19K Hold
444
﹤0.01% 1083
2020
Q1
$7K Hold
444
﹤0.01% 1547
2019
Q4
$9K Hold
444
﹤0.01% 1929
2019
Q3
$7K Hold
444
﹤0.01% 1857
2019
Q2
$7K Hold
444
﹤0.01% 1905
2019
Q1
$8K Hold
444
﹤0.01% 1752
2018
Q4
$6K Buy
+444
New +$6K ﹤0.01% 1583