Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.89K Hold
100
﹤0.01% 311
2025
Q1
$2.83K Hold
100
﹤0.01% 279
2024
Q4
$2.28K Sell
100
-208
-68% -$4.74K ﹤0.01% 285
2024
Q3
$5.89K Hold
308
﹤0.01% 232
2024
Q2
$5.89K Buy
308
+108
+54% +$2.06K ﹤0.01% 232
2024
Q1
$3.52K Sell
200
-4,000
-95% -$70.4K ﹤0.01% 262
2023
Q4
$70.5K Sell
4,200
-750
-15% -$12.6K 0.02% 101
2023
Q3
$74.3K Sell
4,950
-16,850
-77% -$253K 0.02% 107
2023
Q2
$348K Buy
21,800
+11,300
+108% +$180K 0.11% 68
2023
Q1
$202K Buy
10,500
+6,500
+163% +$125K 0.08% 83
2022
Q4
$73.6K Sell
4,000
-9,150
-70% -$168K 0.03% 111
2022
Q3
$202K Buy
13,150
+500
+4% +$7.68K 0.08% 83
2022
Q2
$265K Sell
12,650
-127
-1% -$2.66K 0.11% 63
2022
Q1
$228K Buy
12,777
+1,324
+12% +$23.6K 0.06% 59
2021
Q4
$213K Buy
11,453
+3,443
+43% +$64K 0.05% 55
2021
Q3
$163K Sell
8,010
-3,124
-28% -$63.6K 0.05% 62
2021
Q2
$242K Sell
11,134
-1,212
-10% -$26.3K 0.07% 62
2021
Q1
$282K Sell
12,346
-2,648
-18% -$60.5K 0.09% 53
2020
Q4
$326K Buy
14,994
+14,133
+1,641% +$307K 0.12% 50
2020
Q3
$19K Buy
+861
New +$19K 0.01% 87
2020
Q1
Sell
-107,935
Closed -$3.19M 160
2019
Q4
$3.19M Buy
+107,935
New +$3.19M 2.26% 11