Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.47K Sell
410
-678
-62% -$7.38K ﹤0.01% 3673
2025
Q1
$13.6K Buy
1,088
+146
+15% +$1.82K ﹤0.01% 3321
2024
Q4
$18.7K Buy
+942
New +$18.7K ﹤0.01% 3183
2023
Q2
Sell
-627
Closed -$4.13K 4027
2023
Q1
$4.13K Buy
+627
New +$4.13K ﹤0.01% 3566
2022
Q4
Sell
-283
Closed -$1K 4204
2022
Q3
$1K Hold
283
﹤0.01% 3952
2022
Q2
$1K Hold
283
﹤0.01% 3945
2022
Q1
$2K Sell
283
-915
-76% -$6.47K ﹤0.01% 3814
2021
Q4
$12K Buy
1,198
+622
+108% +$6.23K ﹤0.01% 3330
2021
Q3
$7K Hold
576
﹤0.01% 3526
2021
Q2
$8K Sell
576
-236
-29% -$3.28K ﹤0.01% 3468
2021
Q1
$13K Sell
812
-126
-13% -$2.02K ﹤0.01% 3182
2020
Q4
$16K Buy
938
+126
+16% +$2.15K ﹤0.01% 2985
2020
Q3
$30K Hold
812
﹤0.01% 2599
2020
Q2
$19K Buy
812
+151
+23% +$3.53K ﹤0.01% 2786
2020
Q1
$6K Buy
+661
New +$6K ﹤0.01% 3123