Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.1K Sell
502
-110
-18% -$9.67K 0.02% 82
2025
Q1
$43.1K Hold
612
0.02% 84
2024
Q4
$45.5K Buy
612
+25
+4% +$1.86K 0.02% 84
2024
Q3
$43.8K Buy
587
+147
+33% +$11K 0.02% 84
2024
Q2
$26.4K Hold
440
0.01% 89
2024
Q1
$28.7K Hold
440
0.01% 94
2023
Q4
$40.3K Hold
440
0.02% 88
2023
Q3
$31.1K Hold
440
0.02% 90
2023
Q2
$28.1K Buy
440
+35
+9% +$2.24K 0.02% 94
2023
Q1
$26.7K Buy
405
+105
+35% +$6.91K 0.02% 93
2022
Q4
$12.2K Sell
300
-120
-29% -$4.88K 0.01% 103
2022
Q3
$24K Hold
420
0.02% 94
2022
Q2
$32K Hold
420
0.02% 95
2022
Q1
$43K Buy
420
+75
+22% +$7.68K 0.02% 92
2021
Q4
$79K Hold
345
0.04% 95
2021
Q3
$108K Sell
345
-155
-31% -$48.5K 0.06% 93
2021
Q2
$230K Sell
500
-25
-5% -$11.5K 0.31% 42
2021
Q1
$171K Sell
525
-230
-30% -$74.9K 0.37% 40
2020
Q4
$251K Hold
755
0.24% 74
2020
Q3
$143K Sell
755
-20
-3% -$3.79K 0.39% 37
2020
Q2
$90.3K Sell
775
-10
-1% -$1.17K 0.07% 74
2020
Q1
$68.7K Buy
785
+510
+185% +$44.6K 0.07% 72
2019
Q4
$11.7K Buy
275
+155
+129% +$6.61K 0.01% 95
2019
Q3
$12.2K Sell
120
-30
-20% -$3.05K 0.01% 91
2019
Q2
$13.6K Hold
150
0.01% 89
2019
Q1
$9.68K Hold
150
0.01% 92
2018
Q4
$4.6K Hold
150
﹤0.01% 108
2018
Q3
$11K Sell
150
-125
-45% -$9.13K 0.01% 97
2018
Q2
$11.7K Buy
275
+100
+57% +$4.26K 0.01% 98
2018
Q1
$5.44K Buy
+175
New +$5.44K ﹤0.01% 102