Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74K Buy
803
+358
+80% +$33K 0.02% 169
2025
Q1
$26K Hold
445
0.01% 260
2024
Q4
$26K Buy
445
+218
+96% +$12.7K 0.01% 260
2024
Q3
$17K Buy
227
+34
+18% +$2.55K ﹤0.01% 283
2024
Q2
$14K Buy
193
+49
+34% +$3.55K ﹤0.01% 281
2024
Q1
$12K Sell
144
-92
-39% -$7.67K ﹤0.01% 287
2023
Q4
$15K Sell
236
-101
-30% -$6.42K ﹤0.01% 238
2023
Q3
$14K Buy
337
+34
+11% +$1.41K ﹤0.01% 242
2023
Q2
$13K Buy
303
+73
+32% +$3.13K ﹤0.01% 271
2023
Q1
$5K Hold
230
﹤0.01% 325
2022
Q4
$6K Hold
230
﹤0.01% 304
2022
Q3
$6K Sell
230
-81
-26% -$2.11K ﹤0.01% 318
2022
Q2
$6K Buy
311
+111
+56% +$2.14K ﹤0.01% 314
2022
Q1
$7K Hold
200
﹤0.01% 271
2021
Q4
$8K Hold
200
﹤0.01% 260
2021
Q3
$9K Hold
200
﹤0.01% 245
2021
Q2
$10K Buy
200
+100
+100% +$5K ﹤0.01% 224
2021
Q1
$5K Buy
+100
New +$5K ﹤0.01% 271
2020
Q4
Sell
-200
Closed -$7K 375
2020
Q3
$7K Hold
200
﹤0.01% 214
2020
Q2
$6K Hold
200
﹤0.01% 196
2020
Q1
$6K Buy
+200
New +$6K ﹤0.01% 197