Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.23K Buy
+439
New +$2.23K ﹤0.01% 3849
2025
Q1
Sell
-510
Closed -$5.14K 4695
2024
Q4
$5.14K Buy
510
+10
+2% +$101 ﹤0.01% 2784
2024
Q3
$7.32K Hold
500
﹤0.01% 2542
2024
Q2
$7.85K Hold
500
﹤0.01% 2422
2024
Q1
$8.68K Hold
500
﹤0.01% 2286
2023
Q4
$7.08K Sell
500
-5
-1% -$71 ﹤0.01% 2303
2023
Q3
$6.79K Hold
505
﹤0.01% 2407
2023
Q2
$6.42K Hold
505
﹤0.01% 2452
2023
Q1
$6.46K Sell
505
-636
-56% -$8.14K ﹤0.01% 2469
2022
Q4
$19K Sell
1,141
-268
-19% -$4.46K ﹤0.01% 2936
2022
Q3
$25K Buy
1,409
+537
+62% +$9.53K ﹤0.01% 2905
2022
Q2
$19K Hold
872
﹤0.01% 2903
2022
Q1
$19K Buy
+872
New +$19K ﹤0.01% 2903
2021
Q3
Sell
-312
Closed -$7K 4521
2021
Q2
$7K Sell
312
-5,484
-95% -$123K ﹤0.01% 2351
2021
Q1
$106K Buy
+5,796
New +$106K ﹤0.01% 1150
2020
Q4
Hold
0
4005
2020
Q3
Hold
0
3856
2020
Q2
Hold
0
3679
2020
Q1
Hold
0
3604
2019
Q4
Hold
0
3572
2019
Q3
Hold
0
3614
2018
Q4
Sell
-62
Closed -$1K 3811
2018
Q3
$1K Sell
62
-439
-88% -$7.08K ﹤0.01% 3687
2018
Q2
$10K Buy
+501
New +$10K ﹤0.01% 2868