Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Buy
188
+125
+198% +$22.6K ﹤0.01% 1203
2025
Q1
$10.9K Hold
63
﹤0.01% 1566
2024
Q4
$12.4K Sell
63
-12
-16% -$2.36K ﹤0.01% 1510
2024
Q3
$15.2K Buy
75
+2
+3% +$404 ﹤0.01% 1480
2024
Q2
$12.2K Sell
73
-379
-84% -$63.4K ﹤0.01% 1451
2024
Q1
$72.2K Buy
452
+68
+18% +$10.9K ﹤0.01% 791
2023
Q4
$55.6K Hold
384
﹤0.01% 887
2023
Q3
$43.4K Hold
384
﹤0.01% 911
2023
Q2
$41.6K Buy
384
+4
+1% +$434 ﹤0.01% 966
2023
Q1
$38.3K Hold
380
﹤0.01% 1006
2022
Q4
$33.3K Hold
380
﹤0.01% 1045
2022
Q3
$26K Sell
380
-615
-62% -$42.1K ﹤0.01% 1125
2022
Q2
$78K Buy
+995
New +$78K ﹤0.01% 772
2022
Q1
Sell
-7
Closed 2073
2021
Q4
$0 Hold
7
﹤0.01% 2364
2021
Q3
$0 Sell
7
-72
-91% ﹤0.01% 2376
2021
Q2
$6K Buy
79
+7
+10% +$532 ﹤0.01% 1485
2021
Q1
$6K Sell
72
-4
-5% -$333 ﹤0.01% 1419
2020
Q4
$6K Hold
76
﹤0.01% 1180
2020
Q3
$5K Hold
76
﹤0.01% 1174
2020
Q2
$4K Hold
76
﹤0.01% 1217
2020
Q1
$4K Hold
76
﹤0.01% 1163
2019
Q4
$6K Hold
76
﹤0.01% 1220
2019
Q3
$6K Buy
+76
New +$6K ﹤0.01% 1209
2018
Q2
Sell
-1,200
Closed -$99K 1565
2018
Q1
$99K Hold
1,200
0.01% 389
2017
Q4
$104K Hold
1,200
0.01% 400
2017
Q3
$100K Hold
1,200
0.01% 390
2017
Q2
$86K Hold
1,200
0.01% 410
2017
Q1
$81K Sell
1,200
-400
-25% -$27K 0.01% 435
2016
Q4
$95K Hold
1,600
0.01% 413
2016
Q3
$95K Sell
1,600
-425
-21% -$25.2K 0.01% 408
2016
Q2
$109K Hold
2,025
0.01% 374
2016
Q1
$93K Hold
2,025
0.01% 435
2015
Q4
$123K Buy
+2,025
New +$123K 0.02% 328