Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-100
Closed -$871 1082
2025
Q1
$871 Sell
100
-3
-3% -$26 ﹤0.01% 935
2024
Q4
$1.11K Hold
103
﹤0.01% 915
2024
Q3
$1.1K Buy
+103
New +$1.1K ﹤0.01% 850
2024
Q2
Sell
-222
Closed -$2.55K 616
2024
Q1
$2.55K Hold
222
﹤0.01% 602
2023
Q4
$3.76K Hold
222
﹤0.01% 630
2023
Q3
$1.98K Hold
222
﹤0.01% 593
2023
Q2
$2.63K Hold
222
﹤0.01% 584
2023
Q1
$2.49K Sell
222
-324
-59% -$3.63K ﹤0.01% 565
2022
Q4
$4.89K Sell
546
-2,019
-79% -$18.1K ﹤0.01% 551
2022
Q3
$25K Sell
2,565
-34
-1% -$331 0.02% 319
2022
Q2
$34K Buy
+2,599
New +$34K 0.02% 297
2022
Q1
Sell
-2,773
Closed -$130K 488
2021
Q4
$130K Buy
2,773
+312
+13% +$14.6K 0.07% 193
2021
Q3
$182K Buy
2,461
+41
+2% +$3.03K 0.1% 161
2021
Q2
$165K Buy
2,420
+251
+12% +$17.1K 0.09% 162
2021
Q1
$113K Buy
2,169
+129
+6% +$6.72K 0.06% 202
2020
Q4
$102K Buy
+2,040
New +$102K 0.07% 189
2020
Q3
Sell
-1,064
Closed -$24K 518
2020
Q2
$24K Sell
1,064
-438
-29% -$9.88K 0.02% 286
2020
Q1
$17K Buy
+1,502
New +$17K 0.02% 289
2019
Q4
Sell
-100
Closed -$2K 513
2019
Q3
$2K Buy
+100
New +$2K ﹤0.01% 662
2018
Q3
$9K Buy
+1,080
New +$9K ﹤0.01% 660