Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.44K Buy
1,623
+164
+11% +$954 ﹤0.01% 1308
2025
Q1
$7.15K Buy
+1,459
New +$7.15K ﹤0.01% 1262
2024
Q3
Sell
-2,682
Closed -$22.6K 2286
2024
Q2
$22.6K Buy
+2,682
New +$22.6K ﹤0.01% 1244
2024
Q1
Sell
-1,646
Closed -$11.9K 2174
2023
Q4
$11.9K Sell
1,646
-1,427
-46% -$10.3K ﹤0.01% 1233
2023
Q3
$22.1K Sell
3,073
-3,174
-51% -$22.8K ﹤0.01% 1019
2023
Q2
$74.3K Buy
+6,247
New +$74.3K ﹤0.01% 841
2022
Q1
Sell
-1,166
Closed -$69K 1590
2021
Q4
$69K Buy
+1,166
New +$69K ﹤0.01% 731
2021
Q1
Sell
-2,762
Closed -$239K 1120
2020
Q4
$239K Buy
+2,762
New +$239K 0.01% 394
2019
Q3
Sell
-1,095
Closed -$23K 1292
2019
Q2
$23K Buy
+1,095
New +$23K ﹤0.01% 748
2017
Q2
Sell
-1,440
Closed -$15K 1195
2017
Q1
$15K Buy
+1,440
New +$15K ﹤0.01% 852
2015
Q3
Sell
-1,021
Closed -$18K 287
2015
Q2
$18K Buy
+1,021
New +$18K 0.03% 153