Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.7K Sell
1,338
-610
-31% -$42.7K ﹤0.01% 1259
2025
Q1
$134K Buy
1,948
+610
+46% +$41.8K ﹤0.01% 1067
2024
Q4
$99.1K Hold
1,338
﹤0.01% 1232
2024
Q3
$85.4K Hold
1,338
﹤0.01% 1295
2024
Q2
$62.1K Sell
1,338
-325
-20% -$15.1K ﹤0.01% 1401
2024
Q1
$81.1K Buy
1,663
+325
+24% +$15.9K ﹤0.01% 1300
2023
Q4
$77.4K Hold
1,338
﹤0.01% 1244
2023
Q3
$61.8K Buy
1,338
+7
+0.5% +$323 ﹤0.01% 1290
2023
Q2
$66.9K Sell
1,331
-10
-0.7% -$503 ﹤0.01% 1267
2023
Q1
$59.6K Sell
1,341
-200
-13% -$8.89K ﹤0.01% 1299
2022
Q4
$49.6K Buy
1,541
+25
+2% +$805 ﹤0.01% 1372
2022
Q3
$43K Hold
1,516
﹤0.01% 1347
2022
Q2
$48K Sell
1,516
-75
-5% -$2.38K ﹤0.01% 1321
2022
Q1
$78K Buy
1,591
+110
+7% +$5.39K ﹤0.01% 1159
2021
Q4
$95K Buy
1,481
+136
+10% +$8.72K ﹤0.01% 1041
2021
Q3
$119K Buy
1,345
+94
+8% +$8.32K ﹤0.01% 892
2021
Q2
$153K Sell
1,251
-148
-11% -$18.1K 0.01% 773
2021
Q1
$181K Buy
1,399
+849
+154% +$110K 0.01% 636
2020
Q4
$71K Buy
550
+401
+269% +$51.8K ﹤0.01% 929
2020
Q3
$15K Buy
149
+2
+1% +$201 ﹤0.01% 1493
2020
Q2
$8K Buy
147
+19
+15% +$1.03K ﹤0.01% 1652
2020
Q1
$5K Hold
128
﹤0.01% 1703
2019
Q4
$6K Hold
128
﹤0.01% 1611
2019
Q3
$4K Hold
128
﹤0.01% 1679
2019
Q2
$6K Hold
128
﹤0.01% 1551
2019
Q1
$4K Hold
128
﹤0.01% 1653
2018
Q4
$4K Hold
128
﹤0.01% 1600
2018
Q3
$6K Hold
128
﹤0.01% 1517
2018
Q2
$8K Buy
128
+86
+205% +$5.38K ﹤0.01% 1458
2018
Q1
$2K Buy
+42
New +$2K ﹤0.01% 1588
2016
Q4
Sell
-128
Closed -$4K 1267
2016
Q3
$4K Buy
+128
New +$4K ﹤0.01% 1314