Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.8K Buy
7,771
+578
+8% +$4.97K ﹤0.01% 1184
2025
Q1
$54.9K Buy
+7,193
New +$54.9K ﹤0.01% 1119
2024
Q4
Hold
0
2400
2024
Q3
Hold
0
2061
2024
Q2
Hold
0
2092
2024
Q1
Sell
-4,119
Closed -$16.2K 2117
2023
Q4
$16.2K Sell
4,119
-1,400
-25% -$5.52K ﹤0.01% 1313
2023
Q3
$22.2K Sell
5,519
-8,932
-62% -$35.9K ﹤0.01% 1267
2023
Q2
$69.7K Buy
14,451
+1,450
+11% +$6.99K ﹤0.01% 925
2023
Q1
$111K Buy
+13,001
New +$111K ﹤0.01% 835
2022
Q4
Sell
-4,232
Closed -$17K 2250
2022
Q3
$17K Buy
+4,232
New +$17K ﹤0.01% 1473
2022
Q2
Hold
0
2293
2022
Q1
Hold
0
2324
2021
Q4
Hold
0
2437
2021
Q3
Hold
0
2322
2021
Q2
Sell
-2,997
Closed -$71K 2250
2021
Q1
$71K Buy
2,997
+2,174
+264% +$51.5K ﹤0.01% 1286
2020
Q4
$22K Buy
+823
New +$22K ﹤0.01% 1290