Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.9K Sell
147
-97
-40% -$17.8K ﹤0.01% 597
2025
Q1
$42.9K Buy
+244
New +$42.9K ﹤0.01% 555
2024
Q2
Sell
-578
Closed -$102K 675
2024
Q1
$102K Sell
578
-100
-15% -$17.7K 0.01% 302
2023
Q4
$104K Hold
678
0.01% 282
2023
Q3
$94.6K Hold
678
0.01% 290
2023
Q2
$100K Sell
678
-50
-7% -$7.38K 0.01% 295
2023
Q1
$111K Sell
728
-113
-13% -$17.2K 0.01% 299
2022
Q4
$114K Sell
841
-25
-3% -$3.39K 0.01% 313
2022
Q3
$101K Hold
866
0.01% 311
2022
Q2
$105K Sell
866
-25
-3% -$3.03K 0.01% 318
2022
Q1
$140K Hold
891
0.01% 317
2021
Q4
$162K Buy
891
+123
+16% +$22.4K 0.01% 274
2021
Q3
$119K Buy
+768
New +$119K 0.01% 279
2021
Q2
Sell
-828
Closed -$114K 348
2021
Q1
$114K Sell
828
-20
-2% -$2.75K 0.01% 262
2020
Q4
$107K Sell
848
-136
-14% -$17.2K 0.01% 259
2020
Q3
$107K Sell
984
-1,701
-63% -$185K 0.01% 253
2020
Q2
$259K Buy
+2,685
New +$259K 0.03% 202
2020
Q1
Sell
-2,910
Closed -$335K 229
2019
Q4
$335K Sell
2,910
-50
-2% -$5.76K 0.04% 199
2019
Q3
$295K Hold
2,960
0.04% 200
2019
Q2
$297K Hold
2,960
0.03% 215
2019
Q1
$278K Hold
2,960
0.03% 236
2018
Q4
$210K Buy
2,960
+535
+22% +$38K 0.02% 243
2018
Q3
$215K Buy
+2,425
New +$215K 0.02% 252
2018
Q2
Sell
-3,002
Closed -$238K 273
2018
Q1
$238K Hold
3,002
0.03% 229
2017
Q4
$245K Buy
3,002
+186
+7% +$15.2K 0.03% 274
2017
Q3
$208 Buy
+2,816
New +$208 0.02% 243