Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-41
Closed -$23.2K 540
2025
Q1
$23.2K Hold
41
﹤0.01% 511
2024
Q4
$24.6K Hold
41
﹤0.01% 545
2024
Q3
$23.9K Hold
41
﹤0.01% 556
2024
Q2
$19.8K Hold
41
﹤0.01% 580
2024
Q1
$23K Hold
41
﹤0.01% 556
2023
Q4
$23.2K Sell
41
-3
-7% -$1.7K ﹤0.01% 537
2023
Q3
$22.6K Buy
44
+1
+2% +$513 ﹤0.01% 519
2023
Q2
$20.2K Hold
43
﹤0.01% 561
2023
Q1
$24.1K Hold
43
﹤0.01% 535
2022
Q4
$20K Hold
43
﹤0.01% 553
2022
Q3
$18K Hold
43
﹤0.01% 559
2022
Q2
$18K Sell
43
-1
-2% -$419 ﹤0.01% 565
2022
Q1
$23K Hold
44
﹤0.01% 556
2021
Q4
$27K Hold
44
﹤0.01% 530
2021
Q3
$27K Hold
44
﹤0.01% 626
2021
Q2
$24K Hold
44
﹤0.01% 665
2021
Q1
$18K Sell
44
-1
-2% -$409 ﹤0.01% 687
2020
Q4
$20K Hold
45
﹤0.01% 663
2020
Q3
$16K Hold
45
﹤0.01% 653
2020
Q2
$14K Sell
45
-1
-2% -$311 ﹤0.01% 605
2020
Q1
$13K Buy
+46
New +$13K ﹤0.01% 627
2018
Q3
Sell
-3
Closed 591
2018
Q2
$0 Buy
+3
New ﹤0.01% 960