Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.4K Buy
821
+709
+633% +$65.1K ﹤0.01% 855
2025
Q1
$9.85K Sell
112
-240
-68% -$21.1K ﹤0.01% 1072
2024
Q4
$32.6K Buy
352
+240
+214% +$22.2K ﹤0.01% 945
2024
Q3
$10.4K Hold
112
﹤0.01% 1051
2024
Q2
$8.4K Hold
112
﹤0.01% 988
2024
Q1
$9.66K Buy
+112
New +$9.66K ﹤0.01% 989
2022
Q4
Sell
-104
Closed -$3K 1298
2022
Q3
$3K Buy
+104
New +$3K ﹤0.01% 1364
2022
Q2
Sell
-35
Closed -$1K 1317
2022
Q1
$1K Hold
35
﹤0.01% 1215
2021
Q4
$2 Hold
35
﹤0.01% 1066
2021
Q3
$2 Hold
35
﹤0.01% 1066
2021
Q2
$2 Buy
+35
New +$2 ﹤0.01% 1063
2021
Q1
Sell
-994
Closed -$42K 1122
2020
Q4
$42K Buy
994
+248
+33% +$10.5K ﹤0.01% 689
2020
Q3
$27K Sell
746
-150
-17% -$5.43K ﹤0.01% 651
2020
Q2
$31K Buy
+896
New +$31K ﹤0.01% 630
2020
Q1
Sell
-628
Closed -$25K 1133
2019
Q4
$25K Hold
628
﹤0.01% 767
2019
Q3
$22K Buy
+628
New +$22K ﹤0.01% 780
2018
Q1
Sell
-1,925
Closed -$69K 871
2017
Q4
$69K Buy
1,925
+125
+7% +$4.48K ﹤0.01% 481
2017
Q3
$68K Hold
1,800
﹤0.01% 451
2017
Q2
$64K Hold
1,800
﹤0.01% 458
2017
Q1
$63K Hold
1,800
﹤0.01% 463
2016
Q4
$62K Hold
1,800
﹤0.01% 461
2016
Q3
$60K Hold
1,800
﹤0.01% 425
2016
Q2
$53K Buy
+1,800
New +$53K ﹤0.01% 440