Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-111
Closed -$5.45K 2612
2025
Q1
$5.45K Hold
111
﹤0.01% 2335
2024
Q4
$5.31K Hold
111
﹤0.01% 2286
2024
Q3
$6.2K Hold
111
﹤0.01% 2271
2024
Q2
$5.32K Hold
111
﹤0.01% 2279
2024
Q1
$5.19K Sell
111
-201
-64% -$9.39K ﹤0.01% 2307
2023
Q4
$14.5K Buy
312
+13
+4% +$604 ﹤0.01% 1934
2023
Q3
$15.4K Hold
299
﹤0.01% 1814
2023
Q2
$14.8K Hold
299
﹤0.01% 1857
2023
Q1
$11.9K Sell
299
-32
-10% -$1.27K ﹤0.01% 1952
2022
Q4
$13.7K Buy
331
+201
+155% +$8.3K ﹤0.01% 1821
2022
Q3
$5K Buy
+130
New +$5K ﹤0.01% 2163
2022
Q2
Sell
-5
Closed 2761
2022
Q1
$0 Buy
+5
New ﹤0.01% 2710
2021
Q4
Sell
-34
Closed -$2K 2713
2021
Q3
$2K Buy
+34
New +$2K ﹤0.01% 2205
2020
Q3
Sell
-90
Closed -$4K 2322
2020
Q2
$4K Buy
+90
New +$4K ﹤0.01% 1758
2017
Q1
Sell
-7
Closed 2140
2016
Q4
$0 Sell
7
-5
-42% ﹤0.01% 2082
2016
Q3
$0 Hold
12
﹤0.01% 2079
2016
Q2
$0 Hold
12
﹤0.01% 2082
2016
Q1
$0 Hold
12
﹤0.01% 2004
2015
Q4
$0 Hold
12
﹤0.01% 1709
2015
Q3
$0 Hold
12
﹤0.01% 1392
2015
Q2
$0 Buy
+12
New ﹤0.01% 1271