Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-50
Closed -$5.56K 208
2025
Q1
$5.56K Hold
50
﹤0.01% 378
2024
Q4
$5.17K Hold
50
﹤0.01% 385
2024
Q3
$5.59K Sell
50
-40
-44% -$4.47K ﹤0.01% 382
2024
Q2
$8.04K Hold
90
﹤0.01% 369
2024
Q1
$7.73K Sell
90
-93
-51% -$7.99K ﹤0.01% 378
2023
Q4
$15.1K Buy
183
+11
+6% +$908 ﹤0.01% 327
2023
Q3
$13.2K Hold
172
﹤0.01% 329
2023
Q2
$12K Hold
172
﹤0.01% 353
2023
Q1
$11.1K Sell
172
-72
-30% -$4.65K ﹤0.01% 357
2022
Q4
$17.6K Hold
244
0.01% 302
2022
Q3
$13.7K Sell
244
-370
-60% -$20.8K ﹤0.01% 315
2022
Q2
$34K Buy
614
+370
+152% +$20.5K 0.01% 248
2022
Q1
$15.7K Hold
244
﹤0.01% 335
2021
Q4
$14.2K Sell
244
-427
-64% -$24.9K ﹤0.01% 346
2021
Q3
$35K Buy
671
+535
+393% +$27.9K 0.01% 239
2021
Q2
$7.3K Hold
136
﹤0.01% 395
2021
Q1
$6.96K Hold
136
﹤0.01% 369
2020
Q4
$6.05K Hold
136
﹤0.01% 356
2020
Q3
$4.94K Sell
136
-120
-47% -$4.36K ﹤0.01% 358
2020
Q2
$9.22K Hold
256
0.01% 322
2020
Q1
$8.77K Sell
256
-92
-26% -$3.15K 0.01% 319
2019
Q4
$18.4K Hold
348
0.01% 286
2019
Q3
$18.2K Hold
348
0.01% 267
2019
Q2
$19.1K Hold
348
0.01% 253
2019
Q1
$17.4K Hold
348
0.01% 262
2018
Q4
$15.9K Hold
348
0.01% 267
2018
Q3
$16.4K Hold
348
0.01% 276
2018
Q2
$15K Hold
348
0.01% 287
2018
Q1
$15.2K Hold
348
0.01% 275
2017
Q4
$15.3K Hold
348
0.01% 292
2017
Q3
$14.2K Hold
348
0.01% 297
2017
Q2
$13.5K Hold
348
0.01% 294
2017
Q1
$12.6K Sell
348
-700
-67% -$25.3K 0.01% 300
2016
Q4
$36.5K Buy
+1,048
New +$36.5K 0.03% 199