Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-192
Closed -$39.5K 356
2025
Q1
$39.5K Sell
192
-41
-18% -$8.43K ﹤0.01% 438
2024
Q4
$42.6K Buy
233
+41
+21% +$7.49K ﹤0.01% 466
2024
Q3
$39.5K Hold
192
﹤0.01% 486
2024
Q2
$33.6K Buy
192
+12
+7% +$2.1K ﹤0.01% 502
2024
Q1
$30.9K Hold
180
﹤0.01% 513
2023
Q4
$27.1K Hold
180
﹤0.01% 513
2023
Q3
$21.6K Hold
180
﹤0.01% 527
2023
Q2
$22.4K Hold
180
﹤0.01% 553
2023
Q1
$20.8K Hold
180
﹤0.01% 552
2022
Q4
$20.3K Hold
180
﹤0.01% 549
2022
Q3
$17K Hold
180
﹤0.01% 566
2022
Q2
$17K Hold
180
﹤0.01% 574
2022
Q1
$19K Hold
180
﹤0.01% 590
2021
Q4
$20K Hold
180
﹤0.01% 581
2021
Q3
$17K Hold
180
﹤0.01% 711
2021
Q2
$17K Sell
180
-20
-10% -$1.89K ﹤0.01% 716
2021
Q1
$17K Hold
200
﹤0.01% 693
2020
Q4
$18K Hold
200
﹤0.01% 669
2020
Q3
$17K Hold
200
﹤0.01% 639
2020
Q2
$13K Sell
200
-228
-53% -$14.8K ﹤0.01% 616
2020
Q1
$19K Buy
+428
New +$19K ﹤0.01% 561
2018
Q3
Sell
-240
Closed -$11K 365
2018
Q2
$11K Buy
+240
New +$11K ﹤0.01% 660