Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.5K Buy
509
+135
+36% +$3.3K ﹤0.01% 1317
2025
Q1
$10.4K Sell
374
-497
-57% -$13.8K ﹤0.01% 1299
2024
Q4
$28.4K Buy
871
+24
+3% +$783 ﹤0.01% 1125
2024
Q3
$30.4K Buy
847
+7
+0.8% +$251 ﹤0.01% 1088
2024
Q2
$29.4K Buy
840
+250
+42% +$8.75K ﹤0.01% 1051
2024
Q1
$17.8K Hold
590
﹤0.01% 1180
2023
Q4
$17.7K Hold
590
﹤0.01% 1150
2023
Q3
$15.2K Hold
590
﹤0.01% 1166
2023
Q2
$18.1K Buy
590
+490
+490% +$15K ﹤0.01% 1128
2023
Q1
$2.94K Hold
100
﹤0.01% 1439
2022
Q4
$3K Hold
100
﹤0.01% 1503
2022
Q3
$2K Hold
100
﹤0.01% 1748
2022
Q2
$3K Hold
100
﹤0.01% 1808
2022
Q1
$4K Hold
100
﹤0.01% 1974
2021
Q4
$4K Hold
100
﹤0.01% 2072
2021
Q3
$3K Hold
100
﹤0.01% 1970
2021
Q2
$3K Hold
100
﹤0.01% 1748
2021
Q1
$3K Sell
100
-103
-51% -$3.09K ﹤0.01% 1566
2020
Q4
$5K Buy
203
+103
+103% +$2.54K ﹤0.01% 1273
2020
Q3
$2K Buy
+100
New +$2K ﹤0.01% 1280
2017
Q1
Sell
-2,200
Closed -$33K 814
2016
Q4
$33K Buy
+2,200
New +$33K ﹤0.01% 844