Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
2,229
+197
+10% +$20.8K ﹤0.01% 681
2025
Q1
$226K Buy
2,032
+375
+23% +$41.7K 0.01% 679
2024
Q4
$171K Sell
1,657
-481
-22% -$49.8K ﹤0.01% 744
2024
Q3
$239K Sell
2,138
-51
-2% -$5.7K 0.01% 649
2024
Q2
$196K Hold
2,189
﹤0.01% 649
2024
Q1
$188K Buy
2,189
+441
+25% +$37.9K ﹤0.01% 673
2023
Q4
$144K Buy
1,748
+480
+38% +$39.6K ﹤0.01% 708
2023
Q3
$97.3K Buy
1,268
+668
+111% +$51.3K ﹤0.01% 765
2023
Q2
$41.9K Hold
600
﹤0.01% 924
2023
Q1
$38.7K Hold
600
﹤0.01% 944
2022
Q4
$43K Buy
600
+100
+20% +$7.17K ﹤0.01% 968
2022
Q3
$28K Hold
500
﹤0.01% 1213
2022
Q2
$28K Hold
500
﹤0.01% 1310
2022
Q1
$32K Hold
500
﹤0.01% 1386
2021
Q4
$29K Buy
500
+100
+25% +$5.8K ﹤0.01% 1444
2021
Q3
$21K Hold
400
﹤0.01% 1434
2021
Q2
$21K Hold
400
﹤0.01% 1313
2021
Q1
$20K Sell
400
-370
-48% -$18.5K ﹤0.01% 1267
2020
Q4
$34K Buy
770
+370
+93% +$16.3K ﹤0.01% 942
2020
Q3
$15K Hold
400
﹤0.01% 1031
2020
Q2
$14K Hold
400
﹤0.01% 1012
2020
Q1
$14K Hold
400
﹤0.01% 1071
2019
Q4
$21K Buy
+400
New +$21K ﹤0.01% 1035
2018
Q4
Sell
-2,600
Closed -$122K 611
2018
Q3
$122K Buy
+2,600
New +$122K ﹤0.01% 717
2017
Q1
Sell
-2,554
Closed -$89K 624
2016
Q4
$89K Buy
+2,554
New +$89K 0.01% 679