Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.5K Buy
165
+9
+6% +$2.98K ﹤0.01% 194
2025
Q1
$51.3K Hold
156
﹤0.01% 177
2024
Q4
$43.1K Hold
156
﹤0.01% 181
2024
Q3
$54K Hold
156
﹤0.01% 170
2024
Q2
$51.6K Hold
156
﹤0.01% 166
2024
Q1
$56.7K Hold
156
﹤0.01% 167
2023
Q4
$46.7K Hold
156
﹤0.01% 171
2023
Q3
$44.6K Buy
+156
New +$44.6K ﹤0.01% 171
2023
Q1
Sell
-89
Closed -$29.5K 300
2022
Q4
$29.5K Sell
89
-15
-14% -$4.97K ﹤0.01% 199
2022
Q3
$29K Hold
104
﹤0.01% 217
2022
Q2
$27K Hold
104
﹤0.01% 225
2022
Q1
$25K Buy
104
+56
+117% +$13.5K ﹤0.01% 250
2021
Q4
$11K Hold
48
﹤0.01% 330
2021
Q3
$10K Buy
48
+27
+129% +$5.63K ﹤0.01% 327
2021
Q2
$5K Hold
21
﹤0.01% 347
2021
Q1
$5K Hold
21
﹤0.01% 319
2020
Q4
$4K Hold
21
﹤0.01% 309
2020
Q3
$4K Hold
21
﹤0.01% 279
2020
Q2
$4K Hold
21
﹤0.01% 250
2020
Q1
$4K Buy
+21
New +$4K ﹤0.01% 249
2019
Q2
Sell
-44
Closed -$7K 253
2019
Q1
$7K Sell
44
-9,478
-100% -$1.51M ﹤0.01% 223
2018
Q4
$1.81M Buy
+9,522
New +$1.81M 0.09% 85