Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
220
-7
-3% -$3.28K ﹤0.01% 663
2025
Q1
$106K Buy
227
+167
+278% +$78K ﹤0.01% 632
2024
Q4
$25K Sell
60
-21
-26% -$8.75K ﹤0.01% 888
2024
Q3
$38K Buy
81
+47
+138% +$22K ﹤0.01% 781
2024
Q2
$15K Sell
34
-41
-55% -$18.1K ﹤0.01% 901
2024
Q1
$35K Buy
75
+3
+4% +$1.4K ﹤0.01% 736
2023
Q4
$30K Sell
72
-6
-8% -$2.5K ﹤0.01% 750
2023
Q3
$29K Buy
78
+8
+11% +$2.97K ﹤0.01% 717
2023
Q2
$27K Buy
70
+55
+367% +$21.2K ﹤0.01% 682
2023
Q1
$5K Buy
+15
New +$5K ﹤0.01% 865
2022
Q4
Sell
-7
Closed -$2K 1120
2022
Q3
$2K Buy
+7
New +$2K ﹤0.01% 1004
2022
Q1
Sell
-48
Closed -$17K 991
2021
Q4
$17K Buy
+48
New +$17K ﹤0.01% 741
2021
Q3
Sell
-17
Closed -$5K 1010
2021
Q2
$5K Sell
17
-127
-88% -$37.4K ﹤0.01% 813
2021
Q1
$40K Buy
144
+134
+1,340% +$37.2K ﹤0.01% 614
2020
Q4
$3K Buy
+10
New +$3K ﹤0.01% 655
2020
Q1
Sell
-17
Closed -$4K 713
2019
Q4
$4K Sell
17
-693
-98% -$163K ﹤0.01% 630
2019
Q3
$137K Hold
710
0.01% 250
2019
Q2
$143K Hold
710
0.02% 242
2019
Q1
$124K Sell
710
-100
-12% -$17.5K 0.01% 250
2018
Q4
$126K Buy
+810
New +$126K 0.02% 226