Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.01K Sell
470
-1,193
-72% -$17.8K ﹤0.01% 3068
2025
Q1
$24.2K Buy
1,663
+1,648
+10,987% +$24K ﹤0.01% 1953
2024
Q4
$326 Buy
+15
New +$326 ﹤0.01% 3696
2024
Q3
Sell
-16
Closed -$392 3799
2024
Q2
$392 Sell
16
-767
-98% -$18.8K ﹤0.01% 3433
2024
Q1
$24.7K Sell
783
-5
-0.6% -$158 ﹤0.01% 1655
2023
Q4
$23.1K Buy
788
+768
+3,840% +$22.5K ﹤0.01% 1567
2023
Q3
$556 Buy
20
+15
+300% +$417 ﹤0.01% 3018
2023
Q2
$204 Sell
5
-4
-44% -$163 ﹤0.01% 3092
2023
Q1
$445 Hold
9
﹤0.01% 2862
2022
Q4
$407 Buy
9
+4
+80% +$181 ﹤0.01% 2684
2022
Q3
$0 Sell
5
-5
-50% ﹤0.01% 2930
2022
Q2
$0 Buy
+10
New ﹤0.01% 2642
2021
Q1
Sell
-111
Closed -$6K 1572
2020
Q4
$6K Hold
111
﹤0.01% 948
2020
Q3
$5K Hold
111
﹤0.01% 848
2020
Q2
$6K Hold
111
﹤0.01% 830
2020
Q1
$5K Buy
+111
New +$5K ﹤0.01% 873
2019
Q4
Sell
-100
Closed -$8K 1087
2019
Q3
$8K Hold
100
﹤0.01% 615
2019
Q2
$9K Hold
100
﹤0.01% 602
2019
Q1
$9K Hold
100
﹤0.01% 594
2018
Q4
$7K Hold
100
﹤0.01% 575
2018
Q3
$7K Hold
100
﹤0.01% 608
2018
Q2
$6K Hold
100
﹤0.01% 599
2018
Q1
$5K Hold
100
﹤0.01% 587
2017
Q4
$6K Hold
100
﹤0.01% 543
2017
Q3
$6K Buy
+100
New +$6K ﹤0.01% 549