Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30K Hold
95
0.01% 256
2025
Q1
$25K Buy
95
+42
+79% +$11.1K 0.01% 266
2024
Q4
$21K Buy
+53
New +$21K 0.01% 273
2024
Q3
Sell
-39
Closed -$8K 430
2024
Q2
$8K Hold
39
﹤0.01% 333
2024
Q1
$7K Hold
39
﹤0.01% 352
2023
Q4
$10K Sell
39
-130
-77% -$33.3K ﹤0.01% 306
2023
Q3
$42K Hold
169
0.01% 221
2023
Q2
$44K Hold
169
0.01% 232
2023
Q1
$35K Buy
169
+10
+6% +$2.07K 0.01% 259
2022
Q4
$20K Hold
159
0.01% 301
2022
Q3
$42K Hold
159
0.01% 235
2022
Q2
$36K Sell
159
-36
-18% -$8.15K 0.01% 258
2022
Q1
$70K Hold
195
0.02% 197
2021
Q4
$69K Hold
195
0.02% 208
2021
Q3
$50K Buy
195
+120
+160% +$30.8K 0.01% 224
2021
Q2
$17K Hold
75
﹤0.01% 299
2021
Q1
$17K Buy
75
+15
+25% +$3.4K 0.01% 263
2020
Q4
$14K Hold
60
0.01% 270
2020
Q3
$9K Buy
+60
New +$9K ﹤0.01% 289