Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26.3K Buy
5,069
+69
+1% +$357 ﹤0.01% 1149
2025
Q1
$26.4K Hold
5,000
﹤0.01% 1122
2024
Q4
$22.2K Hold
5,000
﹤0.01% 1170
2024
Q3
$21.9K Hold
5,000
﹤0.01% 1157
2024
Q2
$18.9K Sell
5,000
-71,151
-93% -$269K ﹤0.01% 1149
2024
Q1
$270K Buy
76,151
+408
+0.5% +$1.44K 0.01% 602
2023
Q4
$259K Buy
75,743
+390
+0.5% +$1.33K 0.01% 603
2023
Q3
$282K Sell
75,353
-17,135
-19% -$64.1K 0.01% 571
2023
Q2
$385K Buy
92,488
+396
+0.4% +$1.65K 0.01% 500
2023
Q1
$452K Sell
92,092
-3,792
-4% -$18.6K 0.01% 481
2022
Q4
$445K Sell
95,884
-19,782
-17% -$91.8K 0.01% 497
2022
Q3
$494K Buy
115,666
+186
+0.2% +$794 0.02% 491
2022
Q2
$532K Buy
115,480
+213
+0.2% +$981 0.02% 486
2022
Q1
$629K Buy
115,267
+20,000
+21% +$109K 0.02% 475
2021
Q4
$593K Hold
95,267
0.01% 510
2021
Q3
$519K Buy
95,267
+1,250
+1% +$6.81K 0.01% 531
2021
Q2
$500K Buy
94,017
+40,000
+74% +$213K 0.01% 535
2021
Q1
$214K Buy
54,017
+49,000
+977% +$194K 0.01% 691
2020
Q4
$20K Sell
5,017
-10,000
-67% -$39.9K ﹤0.01% 1047
2020
Q3
$59K Sell
15,017
-5,000
-25% -$19.6K ﹤0.01% 791
2020
Q2
$88K Sell
20,017
-160,000
-89% -$703K ﹤0.01% 717
2020
Q1
$558K Buy
180,017
+179,989
+642,818% +$558K 0.03% 424
2019
Q4
$0 Buy
+28
New ﹤0.01% 1342
2018
Q4
Sell
-27
Closed 1000
2018
Q3
$0 Buy
+27
New ﹤0.01% 1349
2017
Q1
Sell
-27
Closed 935
2016
Q4
$0 Buy
+27
New ﹤0.01% 1240