Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Buy
728
+475
+188% +$4.57K ﹤0.01% 541
2025
Q1
$2K Hold
253
﹤0.01% 705
2024
Q4
$2K Sell
253
-20
-7% -$158 ﹤0.01% 702
2024
Q3
$2K Sell
273
-299
-52% -$2.19K ﹤0.01% 672
2024
Q2
$7K Buy
572
+203
+55% +$2.48K ﹤0.01% 397
2024
Q1
$5K Buy
369
+171
+86% +$2.32K ﹤0.01% 455
2023
Q4
$2K Sell
198
-3,366
-94% -$34K ﹤0.01% 560
2023
Q3
$44K Sell
3,564
-42
-1% -$519 0.01% 160
2023
Q2
$54K Buy
3,606
+354
+11% +$5.3K 0.01% 154
2023
Q1
$37K Buy
3,252
+133
+4% +$1.51K 0.01% 171
2022
Q4
$34K Hold
3,119
0.01% 172
2022
Q3
$35K Buy
3,119
+30
+1% +$337 0.01% 171
2022
Q2
$34K Buy
3,089
+22
+0.7% +$242 0.01% 167
2022
Q1
$52K Buy
3,067
+17
+0.6% +$288 0.02% 127
2021
Q4
$63K Hold
3,050
0.02% 113
2021
Q3
$43K Hold
3,050
0.01% 135
2021
Q2
$45K Hold
3,050
0.01% 131
2021
Q1
$37K Buy
3,050
+3,000
+6,000% +$36.4K 0.01% 137
2020
Q4
$0 Hold
50
﹤0.01% 359
2020
Q3
$0 Hold
50
﹤0.01% 301
2020
Q2
$0 Hold
50
﹤0.01% 281
2020
Q1
$0 Buy
+50
New ﹤0.01% 297