Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-80
Closed -$3.1K 442
2025
Q1
$3.1K Sell
80
-40
-33% -$1.55K ﹤0.01% 690
2024
Q4
$4.06K Hold
120
﹤0.01% 757
2024
Q3
$4.91K Hold
120
﹤0.01% 740
2024
Q2
$4.62K Hold
120
﹤0.01% 747
2024
Q1
$5.14K Hold
120
﹤0.01% 740
2023
Q4
$4.45K Hold
120
﹤0.01% 726
2023
Q3
$4.35K Hold
120
﹤0.01% 700
2023
Q2
$4.28K Hold
120
﹤0.01% 723
2023
Q1
$4.27K Sell
120
-52
-30% -$1.85K ﹤0.01% 739
2022
Q4
$6.04K Buy
+172
New +$6.04K ﹤0.01% 697
2022
Q3
Sell
-1,574
Closed -$86K 937
2022
Q2
$86K Buy
1,574
+40
+3% +$2.19K ﹤0.01% 329
2022
Q1
$84K Sell
1,534
-3,098
-67% -$170K ﹤0.01% 354
2021
Q4
$255K Buy
4,632
+4,232
+1,058% +$233K 0.01% 237
2021
Q3
$19K Hold
400
﹤0.01% 696
2021
Q2
$20K Hold
400
﹤0.01% 691
2021
Q1
$18K Hold
400
﹤0.01% 684
2020
Q4
$19K Sell
400
-622
-61% -$29.5K ﹤0.01% 665
2020
Q3
$48K Sell
1,022
-208
-17% -$9.77K ﹤0.01% 454
2020
Q2
$62K Buy
1,230
+123
+11% +$6.2K ﹤0.01% 357
2020
Q1
$53K Buy
+1,107
New +$53K ﹤0.01% 382
2018
Q3
Sell
-1,542
Closed -$77K 468
2018
Q2
$77K Buy
+1,542
New +$77K ﹤0.01% 352