Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.21K Hold
359
﹤0.01% 572
2025
Q1
$3.13K Sell
359
-159
-31% -$1.39K ﹤0.01% 545
2024
Q4
$6.45K Sell
518
-7
-1% -$87 ﹤0.01% 517
2024
Q3
$6.1K Sell
525
-458
-47% -$5.32K ﹤0.01% 523
2024
Q2
$10.4K Sell
983
-49
-5% -$521 ﹤0.01% 481
2024
Q1
$12.3K Hold
1,032
﹤0.01% 462
2023
Q4
$11.2K Hold
1,032
﹤0.01% 478
2023
Q3
$10.2K Hold
1,032
﹤0.01% 462
2023
Q2
$10.3K Sell
1,032
-391
-27% -$3.9K ﹤0.01% 458
2023
Q1
$13.7K Sell
1,423
-65
-4% -$625 ﹤0.01% 447
2022
Q4
$17K Sell
1,488
-24
-2% -$274 ﹤0.01% 428
2022
Q3
$13K Hold
1,512
﹤0.01% 438
2022
Q2
$16K Sell
1,512
-506
-25% -$5.35K ﹤0.01% 426
2022
Q1
$22K Sell
2,018
-586
-23% -$6.39K ﹤0.01% 418
2021
Q4
$35K Sell
2,604
-330
-11% -$4.44K ﹤0.01% 389
2021
Q3
$39K Sell
2,934
-1,004
-25% -$13.3K ﹤0.01% 362
2021
Q2
$56K Sell
3,938
-972
-20% -$13.8K 0.01% 316
2021
Q1
$68K Buy
+4,910
New +$68K 0.01% 306
2019
Q1
Sell
-372
Closed -$10K 515
2018
Q4
$10K Hold
372
﹤0.01% 418
2018
Q3
$14K Hold
372
﹤0.01% 429
2018
Q2
$13K Hold
372
﹤0.01% 426
2018
Q1
$15K Hold
372
﹤0.01% 459
2017
Q4
$16K Hold
372
﹤0.01% 478
2017
Q3
$12K Buy
372
+2
+0.5% +$65 ﹤0.01% 469
2017
Q2
$14K Hold
370
﹤0.01% 475
2017
Q1
$14K Hold
370
﹤0.01% 490
2016
Q4
$14K Buy
+370
New +$14K ﹤0.01% 486