Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.25K Sell
10,261
-1,055
-9% -$437 ﹤0.01% 967
2025
Q1
$7.44K Buy
11,316
+10,000
+760% +$6.58K ﹤0.01% 822
2024
Q4
$1.75K Sell
1,316
-34,310
-96% -$45.6K ﹤0.01% 1112
2024
Q3
$62.7K Sell
35,626
-600
-2% -$1.06K ﹤0.01% 367
2024
Q2
$60.1K Buy
36,226
+34,000
+1,527% +$56.4K ﹤0.01% 372
2024
Q1
$5.5K Buy
2,226
+12
+0.5% +$30 ﹤0.01% 749
2023
Q4
$5.09K Hold
2,214
﹤0.01% 744
2023
Q3
$5.29K Hold
2,214
﹤0.01% 705
2023
Q2
$3.45K Sell
2,214
-3
-0.1% -$5 ﹤0.01% 795
2023
Q1
$5.61K Hold
2,217
﹤0.01% 690
2022
Q4
$5.96K Buy
2,217
+387
+21% +$1.04K ﹤0.01% 634
2022
Q3
$5K Hold
1,830
﹤0.01% 701
2022
Q2
$6K Buy
1,830
+564
+45% +$1.85K ﹤0.01% 619
2022
Q1
$10K Hold
1,266
﹤0.01% 496
2021
Q4
$9K Buy
1,266
+1,125
+798% +$8K ﹤0.01% 493
2021
Q3
$2K Buy
141
+86
+156% +$1.22K ﹤0.01% 652
2021
Q2
$1K Hold
55
﹤0.01% 655
2021
Q1
$1K Buy
+55
New +$1K ﹤0.01% 610
2020
Q4
Sell
-3,000
Closed -$14K 564
2020
Q3
$14K Buy
3,000
+1,000
+50% +$4.67K ﹤0.01% 274
2020
Q2
$14K Buy
+2,000
New +$14K ﹤0.01% 261