Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84.8K Sell
1,114
-650
-37% -$49.5K ﹤0.01% 1736
2025
Q1
$87.7K Buy
1,764
+67
+4% +$3.33K ﹤0.01% 1600
2024
Q4
$119K Buy
1,697
+477
+39% +$33.4K ﹤0.01% 1386
2024
Q3
$84.7K Hold
1,220
﹤0.01% 1480
2024
Q2
$71.9K Hold
1,220
﹤0.01% 1505
2024
Q1
$59.4K Hold
1,220
﹤0.01% 1510
2023
Q4
$42.4K Hold
1,220
﹤0.01% 1604
2023
Q3
$34.4K Hold
1,220
﹤0.01% 1713
2023
Q2
$39.8K Hold
1,220
﹤0.01% 1709
2023
Q1
$15.6K Sell
1,220
-1,247
-51% -$15.9K ﹤0.01% 2112
2022
Q4
$35K Buy
2,467
+27
+1% +$383 ﹤0.01% 2492
2022
Q3
$32K Hold
2,440
﹤0.01% 2727
2022
Q2
$32K Hold
2,440
﹤0.01% 2490
2022
Q1
$32K Buy
2,440
+1,220
+100% +$16K ﹤0.01% 2490
2021
Q4
$37K Hold
1,220
﹤0.01% 1641
2021
Q3
$36K Hold
1,220
﹤0.01% 1667
2021
Q2
$41K Hold
1,220
﹤0.01% 1609
2021
Q1
$27K Hold
1,220
﹤0.01% 1713
2020
Q4
$24K Hold
1,220
﹤0.01% 1733
2020
Q3
$19K Hold
1,220
﹤0.01% 1679
2020
Q2
$18K Hold
1,220
﹤0.01% 1595
2020
Q1
$14K Buy
+1,220
New +$14K ﹤0.01% 1633