Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-65
Closed -$4.2K 595
2025
Q1
$4.2K Hold
65
﹤0.01% 670
2024
Q4
$6.87K Hold
65
﹤0.01% 702
2024
Q3
$6.55K Hold
65
﹤0.01% 708
2024
Q2
$6.88K Hold
65
﹤0.01% 700
2024
Q1
$9.14K Hold
65
﹤0.01% 674
2023
Q4
$7.94K Sell
65
-22
-25% -$2.69K ﹤0.01% 658
2023
Q3
$6.66K Hold
87
﹤0.01% 662
2023
Q2
$7.39K Buy
87
+22
+34% +$1.87K ﹤0.01% 676
2023
Q1
$5.8K Hold
65
﹤0.01% 707
2022
Q4
$4.59K Hold
65
﹤0.01% 731
2022
Q3
$3K Hold
65
﹤0.01% 771
2022
Q2
$4K Hold
65
﹤0.01% 745
2022
Q1
$5K Hold
65
﹤0.01% 743
2021
Q4
$7K Hold
65
﹤0.01% 703
2021
Q3
$7K Hold
65
﹤0.01% 822
2021
Q2
$7K Sell
65
-10
-13% -$1.08K ﹤0.01% 824
2021
Q1
$8K Hold
75
﹤0.01% 779
2020
Q4
$7K Hold
75
﹤0.01% 775
2020
Q3
$4K Hold
75
﹤0.01% 817
2020
Q2
$4K Sell
75
-75
-50% -$4K ﹤0.01% 726
2020
Q1
$6K Buy
+150
New +$6K ﹤0.01% 736
2018
Q3
Sell
-185
Closed -$28K 660
2018
Q2
$28K Buy
+185
New +$28K ﹤0.01% 512