Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.5K Buy
949
+861
+978% +$18.6K ﹤0.01% 2533
2025
Q1
$3.49K Hold
88
﹤0.01% 2969
2024
Q4
$3.9K Sell
88
-57
-39% -$2.52K ﹤0.01% 2891
2024
Q3
$2.87K Buy
145
+88
+154% +$1.74K ﹤0.01% 2831
2024
Q2
$948 Buy
+57
New +$948 ﹤0.01% 2997
2024
Q1
Sell
-32
Closed -$770 3214
2023
Q4
$770 Hold
32
﹤0.01% 2839
2023
Q3
$892 Buy
+32
New +$892 ﹤0.01% 3023
2023
Q2
Sell
-1,047
Closed -$29.3K 3535
2023
Q1
$29.3K Buy
1,047
+917
+705% +$25.6K ﹤0.01% 1841
2022
Q4
$3K Sell
130
-86
-40% -$1.99K ﹤0.01% 4039
2022
Q3
$8K Buy
216
+75
+53% +$2.78K ﹤0.01% 3791
2022
Q2
$6K Hold
141
﹤0.01% 3702
2022
Q1
$6K Buy
+141
New +$6K ﹤0.01% 3702
2021
Q3
Hold
0
4167
2021
Q2
Hold
0
3929
2021
Q1
Sell
-225
Closed -$7K 3839
2020
Q4
$7K Buy
225
+128
+132% +$3.98K ﹤0.01% 2194
2020
Q3
$2K Hold
97
﹤0.01% 2474
2020
Q2
$2K Buy
97
+77
+385% +$1.59K ﹤0.01% 2386
2020
Q1
$0 Sell
20
-158
-89% ﹤0.01% 3331
2019
Q4
$5K Buy
+178
New +$5K ﹤0.01% 2177