Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.1K Buy
704
+301
+75% +$15K ﹤0.01% 1974
2025
Q1
$13.3K Hold
403
﹤0.01% 2375
2024
Q4
$15.5K Buy
403
+19
+5% +$729 ﹤0.01% 2239
2024
Q3
$12.8K Buy
384
+23
+6% +$769 ﹤0.01% 2246
2024
Q2
$10.6K Buy
361
+35
+11% +$1.03K ﹤0.01% 2236
2024
Q1
$9.33K Sell
326
-375
-53% -$10.7K ﹤0.01% 2249
2023
Q4
$16.1K Buy
701
+84
+14% +$1.93K ﹤0.01% 1967
2023
Q3
$12.5K Buy
617
+366
+146% +$7.44K ﹤0.01% 1943
2023
Q2
$5.22K Buy
251
+118
+89% +$2.46K ﹤0.01% 2268
2023
Q1
$2.3K Hold
133
﹤0.01% 2523
2022
Q4
$2.15K Buy
+133
New +$2.15K ﹤0.01% 2496
2021
Q4
Sell
-1,427
Closed -$19K 2992
2021
Q3
$19K Buy
1,427
+184
+15% +$2.45K ﹤0.01% 2321
2021
Q2
$17K Buy
1,243
+361
+41% +$4.94K ﹤0.01% 2424
2021
Q1
$12K Buy
+882
New +$12K ﹤0.01% 2493