Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52.3K Buy
2,008
+188
+10% +$4.89K ﹤0.01% 798
2025
Q1
$46.2K Sell
1,820
-126
-6% -$3.2K ﹤0.01% 808
2024
Q4
$41.2K Buy
1,946
+966
+99% +$20.4K ﹤0.01% 838
2024
Q3
$18.9K Hold
980
﹤0.01% 968
2024
Q2
$16.7K Buy
980
+120
+14% +$2.04K ﹤0.01% 973
2024
Q1
$14.7K Hold
860
﹤0.01% 1014
2023
Q4
$16.3K Hold
860
﹤0.01% 988
2023
Q3
$14.2K Hold
860
﹤0.01% 989
2023
Q2
$15.5K Hold
860
﹤0.01% 967
2023
Q1
$15.6K Hold
860
﹤0.01% 980
2022
Q4
$13.1K Hold
860
﹤0.01% 980
2022
Q3
$11K Sell
860
-80
-9% -$1.02K ﹤0.01% 1031
2022
Q2
$15K Sell
940
-875
-48% -$14K ﹤0.01% 980
2022
Q1
$37K Sell
1,815
-40
-2% -$815 ﹤0.01% 852
2021
Q4
$47K Buy
1,855
+860
+86% +$21.8K ﹤0.01% 803
2021
Q3
$22K Buy
995
+80
+9% +$1.77K ﹤0.01% 907
2021
Q2
$18K Buy
+915
New +$18K ﹤0.01% 903
2018
Q4
Sell
-1,880
Closed -$23K 1231
2018
Q3
$23K Hold
1,880
﹤0.01% 818
2018
Q2
$19K Buy
1,880
+825
+78% +$8.34K ﹤0.01% 832
2018
Q1
$10K Buy
1,055
+1,040
+6,933% +$9.86K ﹤0.01% 986
2017
Q4
$0 Hold
15
﹤0.01% 1360
2017
Q3
$0 Sell
15
-370
-96% ﹤0.01% 1351
2017
Q2
$3K Buy
+385
New +$3K ﹤0.01% 1135