Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-589
Closed -$39.9K 383
2025
Q1
$39.9K Hold
589
﹤0.01% 436
2024
Q4
$36.5K Hold
589
﹤0.01% 485
2024
Q3
$38.4K Hold
589
﹤0.01% 490
2024
Q2
$31.6K Hold
589
﹤0.01% 510
2024
Q1
$31.1K Hold
589
﹤0.01% 512
2023
Q4
$25.7K Hold
589
﹤0.01% 521
2023
Q3
$26K Hold
589
﹤0.01% 496
2023
Q2
$26.3K Hold
589
﹤0.01% 524
2023
Q1
$26.1K Hold
589
﹤0.01% 521
2022
Q4
$24.4K Hold
589
﹤0.01% 522
2022
Q3
$22K Hold
589
﹤0.01% 530
2022
Q2
$25K Hold
589
﹤0.01% 516
2022
Q1
$34K Sell
589
-46
-7% -$2.66K ﹤0.01% 489
2021
Q4
$42K Hold
635
﹤0.01% 466
2021
Q3
$44K Hold
635
﹤0.01% 550
2021
Q2
$45K Sell
635
-4
-0.6% -$283 ﹤0.01% 546
2021
Q1
$39K Hold
639
﹤0.01% 553
2020
Q4
$32K Hold
639
﹤0.01% 579
2020
Q3
$33K Hold
639
﹤0.01% 518
2020
Q2
$33K Hold
639
﹤0.01% 463
2020
Q1
$19K Buy
+639
New +$19K ﹤0.01% 562
2018
Q3
Sell
-471
Closed -$17K 396
2018
Q2
$17K Buy
+471
New +$17K ﹤0.01% 599