Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
244
-394
-62% -$207K ﹤0.01% 1504
2025
Q1
$133K Buy
638
+88
+16% +$18.4K ﹤0.01% 1373
2024
Q4
$112K Buy
550
+97
+21% +$19.7K ﹤0.01% 1416
2024
Q3
$78.9K Buy
453
+54
+14% +$9.41K ﹤0.01% 1511
2024
Q2
$51.4K Buy
399
+363
+1,008% +$46.7K ﹤0.01% 1666
2024
Q1
$3.17K Hold
36
﹤0.01% 2583
2023
Q4
$1.91K Hold
36
﹤0.01% 2696
2023
Q3
$1.51K Sell
36
-270
-88% -$11.3K ﹤0.01% 2907
2023
Q2
$7.93K Hold
306
﹤0.01% 2373
2023
Q1
$8.62K Sell
306
-147
-32% -$4.14K ﹤0.01% 2358
2022
Q4
$14K Buy
453
+292
+181% +$9.02K ﹤0.01% 3141
2022
Q3
$9K Buy
161
+50
+45% +$2.8K ﹤0.01% 3703
2022
Q2
$7K Hold
111
﹤0.01% 3591
2022
Q1
$7K Buy
111
+76
+217% +$4.79K ﹤0.01% 3591
2021
Q4
$9K Sell
35
-95
-73% -$24.4K ﹤0.01% 2222
2021
Q3
$40K Buy
130
+26
+25% +$8K ﹤0.01% 1618
2021
Q2
$31K Buy
104
+4
+4% +$1.19K ﹤0.01% 1724
2021
Q1
$26K Hold
100
﹤0.01% 1724
2020
Q4
$24K Buy
+100
New +$24K ﹤0.01% 1725
2020
Q3
Hold
0
3007
2020
Q2
Hold
0
2888
2020
Q1
Hold
0
2890
2019
Q4
Hold
0
2977
2019
Q3
Hold
0
3169
2019
Q1
Sell
-150
Closed -$5K 2561
2018
Q4
$5K Hold
150
﹤0.01% 2780
2018
Q3
$9K Hold
150
﹤0.01% 2860
2018
Q2
$6K Sell
150
-50
-25% -$2K ﹤0.01% 3106
2018
Q1
$4K Hold
200
﹤0.01% 3248
2017
Q4
$4K Buy
+200
New +$4K ﹤0.01% 3247