Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.3K Sell
880
-300
-25% -$14.4K ﹤0.01% 1044
2025
Q1
$57.3K Sell
1,180
-197
-14% -$9.56K ﹤0.01% 972
2024
Q4
$67.2K Buy
1,377
+88
+7% +$4.3K ﹤0.01% 923
2024
Q3
$80.1K Buy
1,289
+980
+317% +$60.9K ﹤0.01% 860
2024
Q2
$17.6K Sell
309
-100
-24% -$5.71K ﹤0.01% 1159
2024
Q1
$23.6K Hold
409
﹤0.01% 1121
2023
Q4
$27.9K Hold
409
﹤0.01% 1063
2023
Q3
$23.3K Hold
409
﹤0.01% 1075
2023
Q2
$24.4K Hold
409
﹤0.01% 1058
2023
Q1
$25.9K Sell
409
-16
-4% -$1.02K ﹤0.01% 1040
2022
Q4
$26K Buy
425
+16
+4% +$979 ﹤0.01% 1076
2022
Q3
$20K Buy
409
+50
+14% +$2.45K ﹤0.01% 1295
2022
Q2
$20K Sell
359
-43
-11% -$2.4K ﹤0.01% 1386
2022
Q1
$28K Buy
+402
New +$28K ﹤0.01% 1424
2021
Q3
Sell
-1,142
Closed -$74K 2188
2021
Q2
$74K Hold
1,142
﹤0.01% 960
2021
Q1
$71K Sell
1,142
-112
-9% -$6.96K ﹤0.01% 939
2020
Q4
$73K Hold
1,254
﹤0.01% 796
2020
Q3
$58K Hold
1,254
﹤0.01% 792
2020
Q2
$56K Buy
1,254
+112
+10% +$5K ﹤0.01% 781
2020
Q1
$37K Hold
1,142
﹤0.01% 905
2019
Q4
$56K Buy
+1,142
New +$56K ﹤0.01% 849
2018
Q4
Sell
-1,366
Closed -$61K 670
2018
Q3
$61K Buy
+1,366
New +$61K ﹤0.01% 849