Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.8K Hold
131
﹤0.01% 242
2025
Q1
$35.6K Sell
131
-87
-40% -$23.6K ﹤0.01% 248
2024
Q4
$72.3K Buy
218
+46
+27% +$15.3K 0.01% 202
2024
Q3
$57K Buy
172
+87
+102% +$28.8K ﹤0.01% 216
2024
Q2
$26.7K Hold
85
﹤0.01% 270
2024
Q1
$26.6K Buy
85
+50
+143% +$15.6K ﹤0.01% 259
2023
Q4
$8.43K Buy
35
+5
+17% +$1.2K ﹤0.01% 321
2023
Q3
$6.4K Hold
30
﹤0.01% 328
2023
Q2
$6.03K Hold
30
﹤0.01% 340
2023
Q1
$5.14K Hold
30
﹤0.01% 329
2022
Q4
$4.71K Hold
30
﹤0.01% 349
2022
Q3
$4K Hold
30
﹤0.01% 340
2022
Q2
$4K Hold
30
﹤0.01% 361
2022
Q1
$5K Sell
30
-101
-77% -$16.8K ﹤0.01% 394
2021
Q4
$23K Buy
131
+31
+31% +$5.44K ﹤0.01% 303
2021
Q3
$15K Buy
+100
New +$15K ﹤0.01% 330
2021
Q2
Sell
-200
Closed -$28K 429
2021
Q1
$28K Hold
200
﹤0.01% 260
2020
Q4
$24K Hold
200
﹤0.01% 261
2020
Q3
$20K Hold
200
﹤0.01% 229
2020
Q2
$17K Hold
200
﹤0.01% 232
2020
Q1
$16K Buy
+200
New +$16K ﹤0.01% 230
2016
Q1
Sell
-1,800
Closed -$94K 337
2015
Q4
$94K Hold
1,800
0.02% 164
2015
Q3
$92K Hold
1,800
0.02% 159
2015
Q2
$121K Hold
1,800
0.02% 146
2015
Q1
$122K Hold
1,800
0.02% 144
2014
Q4
$123K Hold
1,800
0.02% 155
2014
Q3
$114K Hold
1,800
0.02% 159
2014
Q2
$139K Buy
+1,800
New +$139K 0.04% 138