Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.7K Buy
2,014
+231
+13% +$4.44K ﹤0.01% 1139
2025
Q1
$26.2K Buy
1,783
+161
+10% +$2.37K ﹤0.01% 1209
2024
Q4
$43.3K Hold
1,622
﹤0.01% 1006
2024
Q3
$41.7K Buy
1,622
+535
+49% +$13.7K ﹤0.01% 1065
2024
Q2
$36K Buy
1,087
+922
+559% +$30.5K ﹤0.01% 1068
2024
Q1
$5.5K Hold
165
﹤0.01% 1792
2023
Q4
$5.84K Hold
165
﹤0.01% 1759
2023
Q3
$5.68K Hold
165
﹤0.01% 1714
2023
Q2
$6.86K Hold
165
﹤0.01% 1691
2023
Q1
$6.34K Hold
165
﹤0.01% 1735
2022
Q4
$5.29K Hold
165
﹤0.01% 1787
2022
Q3
$5K Hold
165
﹤0.01% 1753
2022
Q2
$5K Hold
165
﹤0.01% 1816
2022
Q1
$5K Sell
165
-168
-50% -$5.09K ﹤0.01% 1284
2021
Q4
$12K Hold
333
﹤0.01% 1454
2021
Q3
$11K Buy
333
+184
+123% +$6.08K ﹤0.01% 1490
2021
Q2
$5K Buy
149
+42
+39% +$1.41K ﹤0.01% 1518
2021
Q1
$4K Buy
+107
New +$4K ﹤0.01% 1491
2014
Q4
Sell
-320
Closed -$3K 1495
2014
Q3
$3K Hold
320
﹤0.01% 1326
2014
Q2
$3K Sell
320
-200
-38% -$1.88K ﹤0.01% 1310
2014
Q1
$5K Hold
520
﹤0.01% 1099
2013
Q4
$5K Sell
520
-35
-6% -$337 ﹤0.01% 1077
2013
Q3
$6K Sell
555
-100
-15% -$1.08K ﹤0.01% 922
2013
Q2
$8K Buy
+655
New +$8K ﹤0.01% 561