Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.2K Sell
615
-315
-34% -$21.6K ﹤0.01% 2049
2025
Q1
$69.4K Buy
930
+408
+78% +$30.5K ﹤0.01% 1390
2024
Q4
$50.2K Buy
+522
New +$50.2K ﹤0.01% 1566
2024
Q3
Sell
-26
Closed -$2.62K 3813
2024
Q2
$2.62K Buy
26
+24
+1,200% +$2.42K ﹤0.01% 2799
2024
Q1
$282 Buy
+2
New +$282 ﹤0.01% 3407
2023
Q4
Sell
-5
Closed -$383 3586
2023
Q3
$383 Buy
+5
New +$383 ﹤0.01% 3103
2022
Q4
Sell
-3
Closed 3158
2022
Q3
$0 Sell
3
-2
-40% ﹤0.01% 3021
2022
Q2
$0 Buy
5
+1
+25% ﹤0.01% 2726
2022
Q1
$0 Buy
+4
New ﹤0.01% 2323
2021
Q4
Sell
-108
Closed -$11K 2084
2021
Q3
$11K Buy
+108
New +$11K ﹤0.01% 1296
2021
Q2
Sell
-1
Closed 1643
2021
Q1
$0 Hold
1
﹤0.01% 1601
2020
Q4
$0 Hold
1
﹤0.01% 1425
2020
Q3
$0 Hold
1
﹤0.01% 1248
2020
Q2
$0 Hold
1
﹤0.01% 1336
2020
Q1
$0 Buy
+1
New ﹤0.01% 1311
2018
Q1
Sell
-150
Closed -$21K 860
2017
Q4
$21K Hold
150
﹤0.01% 371
2017
Q3
$19K Hold
150
﹤0.01% 370
2017
Q2
$17K Buy
+150
New +$17K ﹤0.01% 405