Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.4K Buy
398
+39
+11% +$6.11K ﹤0.01% 1809
2025
Q1
$49.3K Buy
359
+66
+23% +$9.07K ﹤0.01% 1549
2024
Q4
$44.9K Sell
293
-45
-13% -$6.9K ﹤0.01% 1622
2024
Q3
$50.5K Buy
338
+15
+5% +$2.24K ﹤0.01% 1403
2024
Q2
$44.3K Buy
323
+89
+38% +$12.2K ﹤0.01% 1434
2024
Q1
$31.8K Buy
234
+52
+29% +$7.07K ﹤0.01% 1507
2023
Q4
$21.7K Buy
182
+85
+88% +$10.1K ﹤0.01% 1595
2023
Q3
$9.5K Sell
97
-22
-18% -$2.15K ﹤0.01% 1863
2023
Q2
$11.1K Sell
119
-1,501
-93% -$140K ﹤0.01% 1827
2023
Q1
$140K Buy
1,620
+25
+2% +$2.16K ﹤0.01% 745
2022
Q4
$129K Buy
1,595
+71
+5% +$5.76K ﹤0.01% 741
2022
Q3
$100K Buy
1,524
+22
+1% +$1.44K ﹤0.01% 769
2022
Q2
$101K Buy
1,502
+2
+0.1% +$134 ﹤0.01% 710
2022
Q1
$113K Hold
1,500
﹤0.01% 698
2021
Q4
$153K Hold
1,500
﹤0.01% 588
2021
Q3
$129K Hold
1,500
﹤0.01% 566
2021
Q2
$137K Hold
1,500
﹤0.01% 429
2021
Q1
$136K Hold
1,500
﹤0.01% 410
2020
Q4
$116K Hold
1,500
﹤0.01% 350
2020
Q3
$89K Hold
1,500
﹤0.01% 347
2020
Q2
$88K Hold
1,500
﹤0.01% 336
2020
Q1
$68K Hold
1,500
﹤0.01% 359
2019
Q4
$111K Buy
+1,500
New +$111K ﹤0.01% 263