Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.6K Sell
740
-777
-51% -$60.4K ﹤0.01% 1975
2025
Q1
$89.8K Buy
1,517
+1,024
+208% +$60.6K ﹤0.01% 1584
2024
Q4
$45.5K Buy
493
+14
+3% +$1.29K ﹤0.01% 1874
2024
Q3
$49.7K Sell
479
-348
-42% -$36.1K ﹤0.01% 1737
2024
Q2
$67.7K Buy
827
+399
+93% +$32.6K ﹤0.01% 1536
2024
Q1
$35.5K Sell
428
-18
-4% -$1.49K ﹤0.01% 1720
2023
Q4
$28K Buy
+446
New +$28K ﹤0.01% 1783
2023
Q1
Sell
-360
Closed -$12K 4195
2022
Q4
$12K Sell
360
-82
-19% -$2.73K ﹤0.01% 3281
2022
Q3
$15K Buy
442
+32
+8% +$1.09K ﹤0.01% 3343
2022
Q2
$14K Hold
410
﹤0.01% 3159
2022
Q1
$14K Buy
+410
New +$14K ﹤0.01% 3159
2021
Q3
Hold
0
4268
2021
Q2
Hold
0
4042
2021
Q1
Hold
0
3943
2020
Q4
Hold
0
3779
2020
Q3
Hold
0
3647
2020
Q2
Hold
0
3478
2020
Q1
Hold
0
3418
2019
Q4
Sell
-390
Closed -$12K 3424
2019
Q3
$12K Buy
+390
New +$12K ﹤0.01% 1992