Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15
Closed -$2.4K 326
2025
Q1
$2.4K Sell
15
-5
-25% -$801 ﹤0.01% 713
2024
Q4
$3.48K Sell
20
-3
-13% -$522 ﹤0.01% 775
2024
Q3
$5.21K Hold
23
﹤0.01% 733
2024
Q2
$5.15K Sell
23
-2
-8% -$448 ﹤0.01% 732
2024
Q1
$6.4K Hold
25
﹤0.01% 711
2023
Q4
$5.68K Hold
25
﹤0.01% 695
2023
Q3
$5.04K Hold
25
﹤0.01% 684
2023
Q2
$4.59K Buy
25
+5
+25% +$918 ﹤0.01% 716
2023
Q1
$3.9K Hold
20
﹤0.01% 746
2022
Q4
$3.57K Hold
20
﹤0.01% 755
2022
Q3
$3K Hold
20
﹤0.01% 755
2022
Q2
$3K Hold
20
﹤0.01% 758
2022
Q1
$4K Hold
20
﹤0.01% 752
2021
Q4
$4K Hold
20
﹤0.01% 754
2021
Q3
$4K Hold
20
﹤0.01% 877
2021
Q2
$3K Sell
20
-5
-20% -$750 ﹤0.01% 897
2021
Q1
$4K Hold
25
﹤0.01% 835
2020
Q4
$3K Hold
25
﹤0.01% 828
2020
Q3
$3K Hold
25
﹤0.01% 834
2020
Q2
$3K Buy
25
+6
+32% +$720 ﹤0.01% 738
2020
Q1
$2K Buy
+19
New +$2K ﹤0.01% 822
2018
Q3
Sell
-43
Closed -$3K 331
2018
Q2
$3K Buy
+43
New +$3K ﹤0.01% 790