Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
3,046
+1,272
+72% +$54.2K ﹤0.01% 1389
2025
Q1
$63.9K Sell
1,774
-126
-7% -$4.54K ﹤0.01% 1437
2024
Q4
$70.7K Buy
1,900
+650
+52% +$24.2K ﹤0.01% 1414
2024
Q3
$36.6K Buy
1,250
+194
+18% +$5.68K ﹤0.01% 1546
2024
Q2
$26.9K Buy
1,056
+62
+6% +$1.58K ﹤0.01% 1686
2024
Q1
$15.8K Sell
994
-115
-10% -$1.83K ﹤0.01% 1904
2023
Q4
$26.2K Sell
1,109
-73
-6% -$1.73K ﹤0.01% 1495
2023
Q3
$21.6K Buy
1,182
+233
+25% +$4.26K ﹤0.01% 1469
2023
Q2
$37.5K Sell
949
-39
-4% -$1.54K ﹤0.01% 1231
2023
Q1
$36.9K Buy
988
+73
+8% +$2.73K ﹤0.01% 1183
2022
Q4
$33.9K Buy
915
+35
+4% +$1.3K ﹤0.01% 1155
2022
Q3
$27K Hold
880
﹤0.01% 1174
2022
Q2
$31K Buy
880
+110
+14% +$3.88K ﹤0.01% 1070
2022
Q1
$31K Buy
770
+170
+28% +$6.84K ﹤0.01% 1061
2021
Q4
$35K Hold
600
﹤0.01% 933
2021
Q3
$41K Hold
600
﹤0.01% 827
2021
Q2
$48K Hold
600
﹤0.01% 628
2021
Q1
$51K Hold
600
﹤0.01% 571
2020
Q4
$54K Hold
600
﹤0.01% 460
2020
Q3
$33K Hold
600
﹤0.01% 480
2020
Q2
$27K Hold
600
﹤0.01% 525
2020
Q1
$22K Hold
600
﹤0.01% 536
2019
Q4
$17K Hold
600
﹤0.01% 549
2019
Q3
$15K Buy
+600
New +$15K ﹤0.01% 506