Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2
Closed -$14.5K 2454
2025
Q1
$14.5K Hold
2
﹤0.01% 1453
2024
Q4
$16.4K Hold
2
﹤0.01% 1409
2024
Q3
$19.6K Hold
2
﹤0.01% 1363
2024
Q2
$15.2K Hold
2
﹤0.01% 1380
2024
Q1
$16.2K Hold
2
﹤0.01% 1416
2023
Q4
$14K Hold
2
﹤0.01% 1465
2023
Q3
$11.9K Sell
2
-1
-33% -$5.96K ﹤0.01% 1445
2023
Q2
$19.1K Hold
3
﹤0.01% 1285
2023
Q1
$16.7K Hold
3
﹤0.01% 1326
2022
Q4
$13.8K Hold
3
﹤0.01% 1406
2022
Q3
$11K Hold
3
﹤0.01% 1485
2022
Q2
$12K Buy
+3
New +$12K ﹤0.01% 1512
2022
Q1
Sell
-6
Closed -$35K 2112
2021
Q4
$35K Hold
6
﹤0.01% 1070
2021
Q3
$28K Buy
6
+2
+50% +$9.33K ﹤0.01% 1149
2021
Q2
$19K Buy
4
+1
+33% +$4.75K ﹤0.01% 1133
2021
Q1
$14K Buy
+3
New +$14K ﹤0.01% 1199
2016
Q3
Sell
-5
Closed -$9K 1484
2016
Q2
$9K Hold
5
﹤0.01% 992
2016
Q1
$9K Hold
5
﹤0.01% 1023
2015
Q4
$8K Hold
5
﹤0.01% 966
2015
Q3
$8K Hold
5
﹤0.01% 1049
2015
Q2
$7K Buy
+5
New +$7K ﹤0.01% 1139