Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.8K Buy
+339
New +$99.8K ﹤0.01% 1435
2024
Q4
$80K Buy
318
+282
+783% +$70.9K ﹤0.01% 1387
2024
Q3
$7.93K Buy
36
+8
+29% +$1.76K ﹤0.01% 2377
2024
Q2
$4.82K Buy
28
+20
+250% +$3.44K ﹤0.01% 2628
2024
Q1
$1.52K Buy
8
+2
+33% +$379 ﹤0.01% 2846
2023
Q4
$1.06K Buy
6
+2
+50% +$352 ﹤0.01% 2879
2023
Q3
$623 Hold
4
﹤0.01% 2902
2023
Q2
$585 Hold
4
﹤0.01% 2915
2023
Q1
$524 Sell
4
-2
-33% -$262 ﹤0.01% 2914
2022
Q4
$861 Sell
6
-1
-14% -$144 ﹤0.01% 2638
2022
Q3
$1K Buy
7
+3
+75% +$429 ﹤0.01% 2451
2022
Q2
$1K Buy
4
+1
+33% +$250 ﹤0.01% 2427
2022
Q1
$0 Buy
+3
New ﹤0.01% 2668
2021
Q4
Sell
-2
Closed 747
2021
Q3
$0 Buy
+2
New ﹤0.01% 2011
2020
Q3
Sell
-490
Closed -$68K 1648
2020
Q2
$68K Hold
490
0.01% 566
2020
Q1
$52K Hold
490
0.01% 552
2019
Q4
$68K Hold
490
0.01% 565
2019
Q3
$69K Hold
490
0.01% 553
2019
Q2
$71K Sell
490
-70
-13% -$10.1K 0.01% 530
2019
Q1
$88K Sell
560
-25
-4% -$3.93K 0.02% 421
2018
Q4
$95K Sell
585
-100
-15% -$16.2K 0.02% 392
2018
Q3
$137K Buy
685
+100
+17% +$20K 0.03% 352
2018
Q2
$101K Hold
585
0.03% 386
2018
Q1
$85K Hold
585
0.02% 412
2017
Q4
$77K Buy
585
+490
+516% +$64.5K 0.02% 414
2017
Q3
$11K Hold
95
﹤0.01% 794
2017
Q2
$12K Buy
95
+25
+36% +$3.16K 0.01% 726
2017
Q1
$10K Hold
70
0.01% 740
2016
Q4
$10K Buy
+70
New +$10K 0.01% 687