Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.4K Hold
648
0.02% 188
2025
Q1
$14.9K Hold
648
0.01% 536
2024
Q4
$15K Sell
648
-1,864
-74% -$43.2K 0.01% 549
2024
Q3
$87.4K Hold
2,512
0.08% 178
2024
Q2
$81.3K Hold
2,512
0.08% 172
2024
Q1
$85.4K Buy
+2,512
New +$85.4K 0.07% 182
2023
Q4
Sell
-2,520
Closed -$96.2K 148
2023
Q3
$96.2K Hold
2,520
0.09% 160
2023
Q2
$115K Hold
2,520
0.1% 128
2023
Q1
$113K Hold
2,520
0.1% 126
2022
Q4
$111K Hold
2,520
0.11% 136
2022
Q3
$106K Hold
2,520
0.1% 128
2022
Q2
$124K Hold
2,520
0.11% 132
2022
Q1
$140K Hold
2,520
0.1% 118
2021
Q4
$131 Buy
2,520
+1,864
+284% +$97 0.08% 106
2021
Q3
$33K Hold
656
0.03% 177
2021
Q2
$32K Hold
656
0.03% 180
2021
Q1
$30K Hold
656
0.03% 181
2020
Q4
$28K Sell
656
-3,240
-83% -$138K 0.03% 181
2020
Q3
$162K Hold
3,896
0.19% 84
2020
Q2
$163K Hold
3,896
0.16% 96
2020
Q1
$159K Hold
3,896
0.15% 93
2019
Q4
$181K Buy
+3,896
New +$181K 0.12% 108
2019
Q2
Sell
-302
Closed -$13K 285
2019
Q1
$13K Buy
+302
New +$13K 0.01% 250