Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.44K Sell
46
-604
-93% -$32.1K ﹤0.01% 1599
2025
Q1
$31.3K Hold
650
﹤0.01% 1093
2024
Q4
$34K Sell
650
-450
-41% -$23.5K ﹤0.01% 1083
2024
Q3
$59.7K Sell
1,100
-2,575
-70% -$140K ﹤0.01% 927
2024
Q2
$189K Hold
3,675
﹤0.01% 657
2024
Q1
$182K Sell
3,675
-150
-4% -$7.44K ﹤0.01% 678
2023
Q4
$193K Hold
3,825
﹤0.01% 653
2023
Q3
$184K Hold
3,825
﹤0.01% 657
2023
Q2
$193K Hold
3,825
0.01% 640
2023
Q1
$173K Buy
3,825
+575
+18% +$26K ﹤0.01% 665
2022
Q4
$135K Buy
3,250
+2,075
+177% +$86.2K ﹤0.01% 734
2022
Q3
$42K Hold
1,175
﹤0.01% 1100
2022
Q2
$50K Buy
1,175
+300
+34% +$12.8K ﹤0.01% 1118
2022
Q1
$36K Sell
875
-300
-26% -$12.3K ﹤0.01% 1340
2021
Q4
$48K Buy
+1,175
New +$48K ﹤0.01% 1288
2020
Q1
Sell
-979
Closed -$42K 1358
2019
Q4
$42K Buy
+979
New +$42K ﹤0.01% 908
2018
Q4
Sell
-1,122
Closed -$50K 649
2018
Q3
$50K Buy
+1,122
New +$50K ﹤0.01% 891