Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345 Buy
+4
New +$345 ﹤0.01% 2076
2024
Q1
Sell
-42
Closed -$1.91K 2062
2023
Q4
$1.91K Sell
42
-166
-80% -$7.55K ﹤0.01% 1724
2023
Q3
$8.56K Sell
208
-33
-14% -$1.36K ﹤0.01% 1279
2023
Q2
$10.7K Buy
241
+30
+14% +$1.33K ﹤0.01% 1303
2023
Q1
$8.32K Buy
211
+4
+2% +$158 ﹤0.01% 1359
2022
Q4
$6.18K Buy
207
+29
+16% +$866 ﹤0.01% 1421
2022
Q3
$5K Hold
178
﹤0.01% 1480
2022
Q2
$4K Hold
178
﹤0.01% 1520
2022
Q1
$5K Hold
178
﹤0.01% 1590
2021
Q4
$3K Hold
178
﹤0.01% 1712
2021
Q3
$3K Hold
178
﹤0.01% 1673
2021
Q2
$4K Hold
178
﹤0.01% 1573
2021
Q1
$4K Sell
178
-10,740
-98% -$241K ﹤0.01% 1516
2020
Q4
$183K Hold
10,918
0.01% 522
2020
Q3
$95K Sell
10,918
-9,480
-46% -$82.5K 0.01% 681
2020
Q2
$208K Buy
20,398
+3,500
+21% +$35.7K 0.02% 486
2020
Q1
$144K Buy
16,898
+12,040
+248% +$103K 0.01% 525
2019
Q4
$100K Buy
4,858
+4,680
+2,629% +$96.3K 0.01% 674
2019
Q3
$4K Hold
178
﹤0.01% 1576
2019
Q2
$4K Hold
178
﹤0.01% 1417
2019
Q1
$5K Hold
178
﹤0.01% 1304
2018
Q4
$4K Hold
178
﹤0.01% 1258
2018
Q3
$5K Sell
178
-41
-19% -$1.15K ﹤0.01% 1266
2018
Q2
$6K Buy
219
+41
+23% +$1.12K ﹤0.01% 1243
2018
Q1
$4K Hold
178
﹤0.01% 1234
2017
Q4
$4K Buy
+178
New +$4K ﹤0.01% 1120