Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28
Closed -$19K 515
2025
Q1
$19K Buy
28
+5
+22% +$3.4K ﹤0.01% 462
2024
Q4
$14.5K Sell
23
-13
-36% -$8.19K ﹤0.01% 504
2024
Q3
$27.9K Buy
36
+1
+3% +$774 0.01% 437
2024
Q2
$28.9K Hold
35
0.01% 438
2024
Q1
$24.5K Buy
35
+5
+17% +$3.49K ﹤0.01% 460
2023
Q4
$17.4K Buy
30
+19
+173% +$11K ﹤0.01% 470
2023
Q3
$5.17K Hold
11
﹤0.01% 599
2023
Q2
$5.34K Sell
11
-205
-95% -$99.4K ﹤0.01% 668
2023
Q1
$86.2K Buy
216
+205
+1,864% +$81.8K 0.02% 284
2022
Q4
$4.15K Hold
11
﹤0.01% 712
2022
Q3
$3K Hold
11
﹤0.01% 726
2022
Q2
$4K Hold
11
﹤0.01% 682
2022
Q1
$4K Hold
11
﹤0.01% 723
2021
Q4
$5K Hold
11
﹤0.01% 705
2021
Q3
$4K Hold
11
﹤0.01% 702
2021
Q2
$4K Hold
11
﹤0.01% 730
2021
Q1
$4K Hold
11
﹤0.01% 739
2020
Q4
$3K Hold
11
﹤0.01% 702
2020
Q3
$2K Buy
11
+4
+57% +$727 ﹤0.01% 709
2020
Q2
$1K Buy
+7
New +$1K ﹤0.01% 582