Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.72K Hold
33
﹤0.01% 1412
2025
Q1
$5.29K Hold
33
﹤0.01% 1408
2024
Q4
$5.7K Sell
33
-662
-95% -$114K ﹤0.01% 1413
2024
Q3
$157K Sell
695
-760
-52% -$172K 0.02% 657
2024
Q2
$326K Sell
1,455
-3
-0.2% -$671 0.03% 433
2024
Q1
$373K Buy
1,458
+461
+46% +$118K 0.04% 385
2023
Q4
$227K Buy
997
+1
+0.1% +$227 0.03% 461
2023
Q3
$201K Hold
996
0.03% 479
2023
Q2
$183K Sell
996
-2,032
-67% -$373K 0.03% 484
2023
Q1
$576K Sell
3,028
-63
-2% -$12K 0.09% 234
2022
Q4
$552K Sell
3,091
-75
-2% -$13.4K 0.11% 229
2022
Q3
$494K Sell
3,166
-74
-2% -$11.5K 0.1% 233
2022
Q2
$510K Sell
3,240
-3
-0.1% -$472 0.11% 238
2022
Q1
$580K Hold
3,243
0.11% 221
2021
Q4
$632K Sell
3,243
-37
-1% -$7.21K 0.1% 222
2021
Q3
$572K Hold
3,280
0.1% 235
2021
Q2
$572K Buy
3,280
+50
+2% +$8.72K 0.1% 235
2021
Q1
$535K Sell
3,230
-17
-0.5% -$2.82K 0.11% 225
2020
Q4
$428K Sell
3,247
-694
-18% -$91.5K 0.09% 255
2020
Q3
$471K Hold
3,941
0.13% 198
2020
Q2
$458K Sell
3,941
-100
-2% -$11.6K 0.16% 167
2020
Q1
$377K Sell
4,041
-108
-3% -$10.1K 0.02% 274
2019
Q4
$593K Sell
4,149
-65
-2% -$9.29K 0.06% 281
2019
Q3
$518K Sell
4,214
-89
-2% -$10.9K 0.06% 289
2019
Q2
$478K Buy
+4,303
New +$478K 0.21% 139