Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.4K Buy
934
+131
+16% +$2.58K ﹤0.01% 2080
2025
Q1
$6.24K Buy
+803
New +$6.24K ﹤0.01% 2504
2024
Q4
Sell
-171
Closed -$1.83K 3348
2024
Q3
$1.83K Hold
171
﹤0.01% 2848
2024
Q2
$1.87K Buy
+171
New +$1.87K ﹤0.01% 2767
2023
Q4
Sell
-106
Closed -$1.1K 3193
2023
Q3
$1.1K Buy
+106
New +$1.1K ﹤0.01% 2911
2023
Q2
Sell
-35
Closed -$356 3299
2023
Q1
$356 Sell
35
-118
-77% -$1.2K ﹤0.01% 3137
2022
Q4
$1.55K Buy
+153
New +$1.55K ﹤0.01% 2874
2022
Q1
Sell
-76
Closed -$2K 3234
2021
Q4
$2K Sell
76
-66
-46% -$1.74K ﹤0.01% 2745
2021
Q3
$4K Buy
142
+66
+87% +$1.86K ﹤0.01% 2436
2021
Q2
$3K Hold
76
﹤0.01% 2455
2021
Q1
$2K Hold
76
﹤0.01% 2482
2020
Q4
$2K Hold
76
﹤0.01% 2270
2020
Q3
$2K Sell
76
-50
-40% -$1.32K ﹤0.01% 2218
2020
Q2
$3K Buy
126
+50
+66% +$1.19K ﹤0.01% 1982
2020
Q1
$1K Buy
+76
New +$1K ﹤0.01% 2119