Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-176
Closed -$15.5K 1452
2025
Q1
$15.5K Sell
176
-7
-4% -$616 ﹤0.01% 1031
2024
Q4
$16.9K Sell
183
-18
-9% -$1.67K ﹤0.01% 975
2024
Q3
$18.6K Hold
201
﹤0.01% 944
2024
Q2
$15.1K Sell
201
-25
-11% -$1.87K ﹤0.01% 942
2024
Q1
$19.5K Hold
226
﹤0.01% 860
2023
Q4
$15.6K Buy
+226
New +$15.6K ﹤0.01% 891
2023
Q3
Sell
-131
Closed -$7.3K 1163
2023
Q2
$7.3K Sell
131
-90
-41% -$5.01K ﹤0.01% 991
2023
Q1
$11.2K Sell
221
-230
-51% -$11.7K ﹤0.01% 940
2022
Q4
$17.9K Buy
451
+49
+12% +$1.95K ﹤0.01% 856
2022
Q3
$13K Sell
402
-8
-2% -$259 ﹤0.01% 872
2022
Q2
$14K Hold
410
﹤0.01% 867
2022
Q1
$16K Hold
410
﹤0.01% 846
2021
Q4
$22K Buy
410
+272
+197% +$14.6K ﹤0.01% 789
2021
Q3
$6K Buy
+138
New +$6K ﹤0.01% 980
2019
Q1
Sell
-216
Closed -$6K 1004
2018
Q4
$6K Buy
+216
New +$6K ﹤0.01% 897