Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.6K Buy
338
+96
+40% +$10.1K ﹤0.01% 338
2025
Q1
$26.9K Buy
242
+131
+118% +$14.6K ﹤0.01% 304
2024
Q4
$11.5K Buy
111
+11
+11% +$1.14K ﹤0.01% 259
2024
Q3
$11.2K Hold
100
﹤0.01% 211
2024
Q2
$8.93K Hold
100
﹤0.01% 235
2024
Q1
$8.59K Hold
100
﹤0.01% 261
2023
Q4
$8.25K Sell
100
-25
-20% -$2.06K ﹤0.01% 285
2023
Q3
$9.59K Hold
125
﹤0.01% 313
2023
Q2
$8.73K Sell
125
-157
-56% -$11K ﹤0.01% 353
2023
Q1
$18.2K Buy
282
+182
+182% +$11.7K ﹤0.01% 277
2022
Q4
$7.19K Sell
100
-25
-20% -$1.8K ﹤0.01% 326
2022
Q3
$7K Buy
125
+25
+25% +$1.4K ﹤0.01% 272
2022
Q2
$6K Hold
100
﹤0.01% 268
2022
Q1
$6K Hold
100
﹤0.01% 290
2021
Q4
$6K Hold
100
﹤0.01% 307
2021
Q3
$5K Hold
100
﹤0.01% 307
2021
Q2
$5K Hold
100
﹤0.01% 296
2021
Q1
$5K Hold
100
﹤0.01% 278
2020
Q4
$4K Hold
100
﹤0.01% 295
2020
Q3
$4K Hold
100
﹤0.01% 264
2020
Q2
$4K Hold
100
﹤0.01% 269
2020
Q1
$3K Hold
100
﹤0.01% 298
2019
Q4
$5K Hold
100
﹤0.01% 251
2019
Q3
$5K Hold
100
﹤0.01% 215
2019
Q2
$5K Sell
100
-46
-32% -$2.3K ﹤0.01% 280
2019
Q1
$7K Hold
146
﹤0.01% 262
2018
Q4
$7K Hold
146
﹤0.01% 244
2018
Q3
$7K Hold
146
﹤0.01% 256
2018
Q2
$6K Hold
146
﹤0.01% 251
2018
Q1
$6K Sell
146
-20
-12% -$822 ﹤0.01% 253
2017
Q4
$7K Sell
166
-8
-5% -$337 ﹤0.01% 241
2017
Q3
$7K Hold
174
﹤0.01% 228
2017
Q2
$7K Hold
174
﹤0.01% 216
2017
Q1
$6K Hold
174
﹤0.01% 219
2016
Q4
$6K Buy
174
+90
+107% +$3.1K ﹤0.01% 231
2016
Q3
$3K Hold
84
﹤0.01% 373
2016
Q2
$3K Buy
+84
New +$3K ﹤0.01% 313