Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37K Buy
421
+108
+35% +$9.49K ﹤0.01% 1186
2025
Q1
$22K Buy
313
+13
+4% +$916 ﹤0.01% 1314
2024
Q4
$22.3K Hold
300
﹤0.01% 1170
2024
Q3
$22.4K Buy
300
+4
+1% +$299 ﹤0.01% 1147
2024
Q2
$17.7K Sell
296
-23
-7% -$1.38K ﹤0.01% 1088
2024
Q1
$20.8K Sell
319
-77
-19% -$5.02K ﹤0.01% 881
2023
Q4
$36.3K Buy
396
+79
+25% +$7.24K ﹤0.01% 711
2023
Q3
$22.4K Hold
317
﹤0.01% 789
2023
Q2
$20.3K Sell
317
-10
-3% -$640 ﹤0.01% 737
2023
Q1
$21.5K Sell
327
-40
-11% -$2.63K ﹤0.01% 722
2022
Q4
$14.9K Hold
367
﹤0.01% 759
2022
Q3
$21K Sell
367
-54
-13% -$3.09K ﹤0.01% 627
2022
Q2
$35K Sell
421
-5
-1% -$416 0.01% 445
2022
Q1
$53K Buy
426
+64
+18% +$7.96K 0.01% 367
2021
Q4
$83K Sell
362
-78
-18% -$17.9K 0.01% 302
2021
Q3
$138K Buy
440
+61
+16% +$19.1K 0.03% 180
2021
Q2
$174K Buy
379
+5
+1% +$2.3K 0.04% 141
2021
Q1
$122K Buy
374
+114
+44% +$37.2K 0.04% 151
2020
Q4
$86K Buy
260
+212
+442% +$70.1K 0.03% 152
2020
Q3
$9K Hold
48
﹤0.01% 454
2020
Q2
$6K Buy
+48
New +$6K ﹤0.01% 461
2020
Q1
Sell
-475
Closed -$64K 639
2019
Q4
$64K Hold
475
0.04% 134
2019
Q3
$48K Buy
+475
New +$48K 0.03% 150