Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81.3K Buy
518
+500
+2,778% +$78.4K ﹤0.01% 665
2025
Q1
$2.34K Hold
18
﹤0.01% 1145
2024
Q4
$2.58K Buy
+18
New +$2.58K ﹤0.01% 1118
2024
Q3
Sell
-7
Closed -$904 1304
2024
Q2
$904 Buy
+7
New +$904 ﹤0.01% 1193
2023
Q4
Sell
-1,262
Closed -$124K 1101
2023
Q3
$124K Sell
1,262
-24
-2% -$2.35K ﹤0.01% 582
2023
Q2
$120K Buy
1,286
+1
+0.1% +$93 ﹤0.01% 590
2023
Q1
$111K Hold
1,285
﹤0.01% 598
2022
Q4
$104K Buy
1,285
+60
+5% +$4.87K ﹤0.01% 591
2022
Q3
$80K Hold
1,225
﹤0.01% 629
2022
Q2
$82K Sell
1,225
-250
-17% -$16.7K ﹤0.01% 634
2022
Q1
$111K Sell
1,475
-239
-14% -$18K ﹤0.01% 616
2021
Q4
$175K Buy
1,714
+89
+5% +$9.09K ﹤0.01% 556
2021
Q3
$139K Hold
1,625
﹤0.01% 577
2021
Q2
$149K Hold
1,625
﹤0.01% 579
2021
Q1
$148K Hold
1,625
﹤0.01% 562
2020
Q4
$125K Hold
1,625
﹤0.01% 547
2020
Q3
$96K Sell
1,625
-88
-5% -$5.2K ﹤0.01% 560
2020
Q2
$101K Buy
1,713
+213
+14% +$12.6K ﹤0.01% 535
2020
Q1
$68K Hold
1,500
﹤0.01% 479
2019
Q4
$111K Hold
1,500
﹤0.01% 492
2019
Q3
$92K Hold
1,500
﹤0.01% 490
2019
Q2
$98K Hold
1,500
﹤0.01% 474
2019
Q1
$87K Buy
+1,500
New +$87K ﹤0.01% 495