Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$64.5K Sell
490
-8
-2% -$1.05K ﹤0.01% 1448
2025
Q1
$52.2K Buy
498
+8
+2% +$838 ﹤0.01% 1537
2024
Q4
$53.2K Hold
490
﹤0.01% 1549
2024
Q3
$52.3K Hold
490
﹤0.01% 1544
2024
Q2
$48.5K Sell
490
-9
-2% -$891 ﹤0.01% 1525
2024
Q1
$46.2K Buy
499
+28
+6% +$2.59K ﹤0.01% 1595
2023
Q4
$35.6K Sell
471
-107
-19% -$8.08K ﹤0.01% 1634
2023
Q3
$35K Hold
578
﹤0.01% 1574
2023
Q2
$41.7K Hold
578
﹤0.01% 1532
2023
Q1
$32.1K Sell
578
-47
-8% -$2.61K ﹤0.01% 1619
2022
Q4
$31.7K Buy
625
+158
+34% +$8K ﹤0.01% 1582
2022
Q3
$20K Sell
467
-35
-7% -$1.5K ﹤0.01% 1728
2022
Q2
$25K Sell
502
-139
-22% -$6.92K ﹤0.01% 1661
2022
Q1
$34K Sell
641
-89
-12% -$4.72K ﹤0.01% 1556
2021
Q4
$50K Buy
730
+53
+8% +$3.63K ﹤0.01% 1342
2021
Q3
$51K Buy
677
+208
+44% +$15.7K ﹤0.01% 1284
2021
Q2
$47K Buy
469
+18
+4% +$1.8K ﹤0.01% 1298
2021
Q1
$40K Sell
451
-7
-2% -$621 ﹤0.01% 1272
2020
Q4
$44K Buy
458
+17
+4% +$1.63K ﹤0.01% 1141
2020
Q3
$27K Buy
+441
New +$27K ﹤0.01% 1240
2015
Q1
Sell
-19
Closed -$1K 995
2014
Q4
$1K Hold
19
﹤0.01% 793
2014
Q3
$1K Hold
19
﹤0.01% 630
2014
Q2
$1K Buy
+19
New +$1K ﹤0.01% 789