Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.2K Sell
432
-1
-0.2% -$100 ﹤0.01% 1040
2025
Q1
$45.6K Sell
433
-1
-0.2% -$105 ﹤0.01% 1010
2024
Q4
$34.2K Sell
434
-500
-54% -$39.4K ﹤0.01% 1082
2024
Q3
$69.4K Sell
934
-16
-2% -$1.19K ﹤0.01% 896
2024
Q2
$88.9K Buy
950
+25
+3% +$2.34K ﹤0.01% 800
2024
Q1
$96.8K Sell
925
-400
-30% -$41.8K ﹤0.01% 790
2023
Q4
$120K Sell
1,325
-95
-7% -$8.6K ﹤0.01% 742
2023
Q3
$116K Hold
1,420
﹤0.01% 739
2023
Q2
$98.5K Buy
1,420
+100
+8% +$6.94K ﹤0.01% 753
2023
Q1
$114K Sell
1,320
-84
-6% -$7.24K ﹤0.01% 732
2022
Q4
$96K Buy
1,404
+84
+6% +$5.74K ﹤0.01% 808
2022
Q3
$75K Buy
1,320
+285
+28% +$16.2K ﹤0.01% 948
2022
Q2
$94K Hold
1,035
﹤0.01% 962
2022
Q1
$156K Hold
1,035
﹤0.01% 854
2021
Q4
$232K Buy
1,035
+260
+34% +$58.3K 0.01% 750
2021
Q3
$184K Hold
775
﹤0.01% 795
2021
Q2
$190K Hold
775
0.01% 752
2021
Q1
$171K Hold
775
﹤0.01% 730
2020
Q4
$197K Hold
775
0.01% 617
2020
Q3
$166K Hold
775
0.01% 611
2020
Q2
$155K Hold
775
0.01% 612
2020
Q1
$95K Hold
775
﹤0.01% 759
2019
Q4
$89K Buy
+775
New +$89K ﹤0.01% 784
2018
Q4
Sell
-425
Closed -$30K 1017
2018
Q3
$30K Buy
+425
New +$30K ﹤0.01% 996