Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.9K Buy
325
+50
+18% +$4.75K ﹤0.01% 1129
2025
Q1
$24.3K Buy
+275
New +$24.3K ﹤0.01% 1122
2024
Q4
Sell
-12
Closed -$1.31K 2117
2024
Q3
$1.31K Buy
+12
New +$1.31K ﹤0.01% 1856
2024
Q2
Sell
-21
Closed -$3.04K 2125
2024
Q1
$3.04K Buy
21
+5
+31% +$724 ﹤0.01% 1529
2023
Q4
$2.26K Buy
16
+1
+7% +$141 ﹤0.01% 1683
2023
Q3
$2.01K Sell
15
-1
-6% -$134 ﹤0.01% 1628
2023
Q2
$2.3K Buy
16
+4
+33% +$574 ﹤0.01% 1683
2023
Q1
$1.67K Sell
12
-2
-14% -$279 ﹤0.01% 1755
2022
Q4
$1.74K Buy
14
+1
+8% +$124 ﹤0.01% 1702
2022
Q3
$2K Buy
13
+1
+8% +$154 ﹤0.01% 1659
2022
Q2
$2K Sell
12
-39
-76% -$6.5K ﹤0.01% 1689
2022
Q1
$7K Buy
51
+40
+364% +$5.49K ﹤0.01% 1521
2021
Q4
$2K Hold
11
﹤0.01% 1806
2021
Q3
$2K Buy
11
+1
+10% +$182 ﹤0.01% 1750
2021
Q2
$2K Buy
+10
New +$2K ﹤0.01% 1676
2020
Q1
Sell
-3
Closed 1866
2019
Q4
$0 Buy
+3
New ﹤0.01% 1924
2018
Q4
Sell
-55
Closed -$8K 1530
2018
Q3
$8K Sell
55
-34
-38% -$4.95K ﹤0.01% 1181
2018
Q2
$17K Buy
89
+23
+35% +$4.39K ﹤0.01% 984
2018
Q1
$12K Hold
66
﹤0.01% 1053
2017
Q4
$12K Buy
+66
New +$12K ﹤0.01% 969