Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-603
Closed -$25.4K 418
2025
Q1
$25.4K Sell
603
-1,280
-68% -$54K ﹤0.01% 496
2024
Q4
$91.5K Buy
1,883
+491
+35% +$23.9K ﹤0.01% 354
2024
Q3
$91.8K Hold
1,392
﹤0.01% 368
2024
Q2
$80.1K Sell
1,392
-105
-7% -$6.04K ﹤0.01% 380
2024
Q1
$95.4K Hold
1,497
﹤0.01% 362
2023
Q4
$94.4K Buy
1,497
+30
+2% +$1.89K ﹤0.01% 340
2023
Q3
$98.2K Hold
1,467
﹤0.01% 308
2023
Q2
$153K Hold
1,467
0.01% 276
2023
Q1
$179K Hold
1,467
0.01% 264
2022
Q4
$183K Sell
1,467
-130
-8% -$16.2K 0.01% 259
2022
Q3
$169K Buy
1,597
+130
+9% +$13.8K 0.01% 256
2022
Q2
$157K Hold
1,467
0.01% 268
2022
Q1
$193K Hold
1,467
0.01% 259
2021
Q4
$161K Hold
1,467
0.01% 285
2021
Q3
$134K Hold
1,467
﹤0.01% 364
2021
Q2
$158K Sell
1,467
-20
-1% -$2.15K ﹤0.01% 344
2021
Q1
$165K Hold
1,487
0.01% 327
2020
Q4
$171K Hold
1,487
0.01% 305
2020
Q3
$158K Hold
1,487
0.01% 286
2020
Q2
$145K Hold
1,487
0.01% 264
2020
Q1
$122K Buy
+1,487
New +$122K 0.01% 287
2018
Q3
Sell
-1,868
Closed -$145K 439
2018
Q2
$145K Buy
+1,868
New +$145K 0.01% 266