Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
1,279
+150
+13% +$14K 0.02% 297
2025
Q1
$82.3K Buy
1,129
+618
+121% +$45K 0.01% 337
2024
Q4
$30.8K Buy
511
+5
+1% +$302 0.01% 492
2024
Q3
$38K Hold
506
0.01% 476
2024
Q2
$36.8K Buy
506
+406
+406% +$29.5K 0.01% 457
2024
Q1
$7.7K Hold
100
﹤0.01% 706
2023
Q4
$6.16K Hold
100
﹤0.01% 708
2023
Q3
$4.6K Hold
100
﹤0.01% 738
2023
Q2
$4.32K Hold
100
﹤0.01% 760
2023
Q1
$3.17K Sell
100
-94
-48% -$2.98K ﹤0.01% 790
2022
Q4
$4.8K Hold
194
﹤0.01% 719
2022
Q3
$5.14K Buy
194
+44
+29% +$1.17K ﹤0.01% 703
2022
Q2
$3.07K Sell
150
-150
-50% -$3.07K ﹤0.01% 777
2022
Q1
$10.7K Buy
300
+100
+50% +$3.57K ﹤0.01% 610
2021
Q4
$8.39K Hold
200
﹤0.01% 648
2021
Q3
$8.96K Hold
200
﹤0.01% 716
2021
Q2
$10K Hold
200
﹤0.01% 692
2021
Q1
$10.9K Hold
200
﹤0.01% 651
2020
Q4
$10.2K Hold
200
﹤0.01% 633
2020
Q3
$7.3K Hold
200
﹤0.01% 646
2020
Q2
$6.22K Hold
200
﹤0.01% 635
2020
Q1
$5.58K Buy
200
+100
+100% +$2.79K ﹤0.01% 605
2019
Q4
$2.97K Sell
100
-100
-50% -$2.97K ﹤0.01% 753
2019
Q3
$6.09K Hold
200
﹤0.01% 601
2019
Q2
$9.28K Buy
+200
New +$9.28K 0.01% 515