Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.18K Hold
101
﹤0.01% 362
2025
Q1
$6.41K Hold
101
﹤0.01% 259
2024
Q4
$7.64K Sell
101
-13
-11% -$984 ﹤0.01% 254
2024
Q3
$10.1K Hold
114
0.01% 243
2024
Q2
$8.59K Hold
114
0.01% 244
2024
Q1
$10.7K Hold
114
0.01% 237
2023
Q4
$12.4K Hold
114
0.01% 222
2023
Q3
$10.9K Hold
114
0.01% 221
2023
Q2
$12.6K Buy
114
+14
+14% +$1.55K 0.01% 217
2023
Q1
$12.3K Hold
100
0.01% 192
2022
Q4
$11.7K Hold
100
0.01% 203
2022
Q3
$8K Hold
100
0.01% 239
2022
Q2
$10K Hold
100
0.01% 258
2022
Q1
$13K Sell
100
-526
-84% -$68.4K 0.01% 276
2021
Q4
$104K Buy
626
+100
+19% +$16.6K 0.06% 158
2021
Q3
$76K Buy
526
+26
+5% +$3.76K 0.04% 197
2021
Q2
$77K Buy
500
+413
+475% +$63.6K 0.09% 182
2021
Q1
$12K Buy
+87
New +$12K 0.02% 277
2020
Q3
Sell
-353
Closed -$35K 216
2020
Q2
$35K Hold
353
0.08% 131
2020
Q1
$29K Sell
353
-1,981
-85% -$163K 0.11% 108
2019
Q4
$236K Buy
+2,334
New +$236K 0.48% 49
2018
Q4
Hold
0
42
2018
Q3
Hold
0
37
2018
Q2
Sell
-2,200
Closed -$146K 36
2018
Q1
$146K Buy
+2,200
New +$146K ﹤0.01% 19