Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03K Hold
13
﹤0.01% 328
2025
Q1
$1.17K Buy
+13
New +$1.17K ﹤0.01% 264
2023
Q4
Sell
-6,766
Closed -$697K 452
2023
Q3
$697K Sell
6,766
-8
-0.1% -$824 0.42% 87
2023
Q2
$782K Sell
6,774
-1,303
-16% -$150K 0.46% 73
2023
Q1
$859K Sell
8,077
-3
-0% -$319 0.47% 73
2022
Q4
$896K Buy
8,080
+542
+7% +$60.1K 0.47% 23
2022
Q3
$649K Sell
7,538
-1,191
-14% -$103K 0.26% 142
2022
Q2
$796K Buy
+8,729
New +$796K 0.3% 94
2020
Q3
Sell
-174
Closed -$13K 392
2020
Q2
$13K Hold
174
0.01% 415
2020
Q1
$13K Buy
+174
New +$13K 0.01% 369
2019
Q4
Sell
-511
Closed -$41K 490
2019
Q3
$41K Buy
+511
New +$41K 0.01% 293