Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.1K Buy
699
+606
+652% +$39.1K ﹤0.01% 2093
2025
Q1
$6.22K Buy
93
+41
+79% +$2.74K ﹤0.01% 2748
2024
Q4
$3.46K Buy
52
+30
+136% +$1.99K ﹤0.01% 2926
2024
Q3
$1.35K Hold
22
﹤0.01% 3024
2024
Q2
$1.31K Buy
+22
New +$1.31K ﹤0.01% 2922
2023
Q1
Sell
-69
Closed -$5K 3966
2022
Q4
$5K Sell
69
-6
-8% -$435 ﹤0.01% 3787
2022
Q3
$6K Buy
75
+69
+1,150% +$5.52K ﹤0.01% 3944
2022
Q2
$1K Hold
6
﹤0.01% 4367
2022
Q1
$1K Sell
6
-12
-67% -$2K ﹤0.01% 4367
2021
Q4
$1K Buy
+18
New +$1K ﹤0.01% 2989
2021
Q3
Hold
0
4001
2021
Q2
Hold
0
3751
2021
Q1
Hold
0
3663
2020
Q4
Hold
0
3527
2020
Q3
Hold
0
3402
2020
Q2
Hold
0
3255
2020
Q1
Hold
0
3212
2019
Q4
Hold
0
3256
2019
Q3
Hold
0
3371
2019
Q1
Sell
-9
Closed -$1K 2894
2018
Q4
$1K Sell
9
-45
-83% -$5K ﹤0.01% 3277
2018
Q3
$4K Buy
+54
New +$4K ﹤0.01% 3264
2018
Q2
Sell
-422
Closed -$29K 3920
2018
Q1
$29K Hold
422
﹤0.01% 2157
2017
Q4
$29K Buy
+422
New +$29K ﹤0.01% 2152