Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$26K Buy
360
+111
+45% +$8.02K 0.01% 274
2025
Q1
$14K Hold
249
﹤0.01% 330
2024
Q4
$14K Hold
249
﹤0.01% 330
2024
Q3
$14K Sell
249
-9
-3% -$506 ﹤0.01% 307
2024
Q2
$13K Buy
258
+27
+12% +$1.36K ﹤0.01% 285
2024
Q1
$14K Buy
231
+49
+27% +$2.97K ﹤0.01% 257
2023
Q4
$9K Hold
182
﹤0.01% 290
2023
Q3
$9K Sell
182
-12
-6% -$593 ﹤0.01% 277
2023
Q2
$11K Sell
194
-4
-2% -$227 ﹤0.01% 278
2023
Q1
$11K Buy
198
+16
+9% +$889 ﹤0.01% 254
2022
Q4
$10K Hold
182
﹤0.01% 260
2022
Q3
$10K Hold
182
﹤0.01% 265
2022
Q2
$10K Hold
182
﹤0.01% 257
2022
Q1
$10K Hold
182
﹤0.01% 229
2021
Q4
$9K Buy
182
+162
+810% +$8.01K ﹤0.01% 242
2021
Q3
$1K Hold
20
﹤0.01% 340
2021
Q2
$1K Hold
20
﹤0.01% 326
2021
Q1
$1K Buy
+20
New +$1K ﹤0.01% 314
2020
Q2
Sell
-320
Closed -$8K 279
2020
Q1
$8K Buy
+320
New +$8K ﹤0.01% 169