Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.6K Buy
1,008
+8
+0.8% +$179 ﹤0.01% 187
2025
Q1
$22.7K Hold
1,000
﹤0.01% 168
2024
Q4
$20.1K Sell
1,000
-248
-20% -$4.97K ﹤0.01% 172
2024
Q3
$38.6K Hold
1,248
0.01% 134
2024
Q2
$38.6K Buy
1,248
+1
+0.1% +$31 0.01% 134
2024
Q1
$55.1K Buy
1,247
+247
+25% +$10.9K 0.01% 118
2023
Q4
$50.3K Hold
1,000
0.01% 120
2023
Q3
$35.6K Hold
1,000
0.01% 132
2023
Q2
$33.4K Hold
1,000
0.01% 137
2023
Q1
$32.7K Sell
1,000
-1,200
-55% -$39.2K 0.01% 145
2022
Q4
$58.1K Buy
2,200
+1,200
+120% +$31.7K 0.03% 120
2022
Q3
$26K Hold
1,000
0.01% 160
2022
Q2
$37K Sell
1,000
-5,000
-83% -$185K 0.02% 117
2022
Q1
$297K Hold
6,000
0.08% 51
2021
Q4
$309K Sell
6,000
-1,029
-15% -$53K 0.08% 48
2021
Q3
$375K Buy
7,029
+1,000
+17% +$53.4K 0.11% 52
2021
Q2
$338K Hold
6,029
0.1% 56
2021
Q1
$386K Sell
6,029
-971
-14% -$62.2K 0.13% 46
2020
Q4
$349K Hold
7,000
0.13% 46
2020
Q3
$362K Hold
7,000
0.15% 39
2020
Q2
$419K Sell
7,000
-3,197
-31% -$191K 0.21% 39
2020
Q1
$552K Sell
10,197
-93
-0.9% -$5.03K 0.39% 23
2019
Q4
$616K Buy
+10,290
New +$616K 0.44% 43