Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.8K Buy
+72
New +$23.8K ﹤0.01% 162
2023
Q4
Sell
-72
Closed -$20.2K 220
2023
Q3
$20.2K Hold
72
﹤0.01% 208
2023
Q2
$20.2K Hold
72
﹤0.01% 198
2023
Q1
$18.4K Hold
72
﹤0.01% 198
2022
Q4
$23.9K Hold
72
﹤0.01% 165
2022
Q3
$20K Hold
72
﹤0.01% 166
2022
Q2
$19K Buy
72
+2
+3% +$528 ﹤0.01% 172
2022
Q1
$17K Buy
+70
New +$17K ﹤0.01% 185
2020
Q4
Sell
-1,052
Closed -$179K 279
2020
Q3
$179K Buy
1,052
+861
+451% +$147K 0.08% 134
2020
Q2
$36K Buy
+191
New +$36K 0.02% 208
2020
Q1
Sell
-57
Closed -$12K 227
2019
Q4
$12K Sell
57
-135
-70% -$28.4K 0.01% 440
2019
Q3
$29K Sell
192
-120
-38% -$18.1K 0.01% 419
2019
Q2
$49K Sell
312
-68
-18% -$10.7K 0.02% 348
2019
Q1
$61K Buy
+380
New +$61K 0.02% 299
2018
Q4
Sell
-11,889
Closed -$2.48M 526
2018
Q3
$2.48M Buy
11,889
+11,854
+33,869% +$2.47M 0.59% 40
2018
Q2
$6K Buy
+35
New +$6K ﹤0.01% 378