Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01K Buy
19
+10
+111% +$1.06K ﹤0.01% 422
2025
Q1
$866 Hold
9
﹤0.01% 509
2024
Q4
$850 Hold
9
﹤0.01% 491
2024
Q3
$698 Sell
9
-209
-96% -$16.2K ﹤0.01% 513
2024
Q2
$13.1K Sell
218
-3
-1% -$181 ﹤0.01% 294
2024
Q1
$15.1K Sell
221
-19,889
-99% -$1.36M ﹤0.01% 290
2023
Q4
$1.18M Sell
20,110
-1,752
-8% -$103K 0.35% 85
2023
Q3
$1.28M Buy
21,862
+10,605
+94% +$622K 0.42% 72
2023
Q2
$851K Buy
11,257
+10,783
+2,275% +$815K 0.28% 116
2023
Q1
$31.5K Buy
474
+304
+179% +$20.2K 0.01% 277
2022
Q4
$8.31K Hold
170
﹤0.01% 335
2022
Q3
$8K Hold
170
﹤0.01% 343
2022
Q2
$10K Hold
170
﹤0.01% 344
2022
Q1
$12K Sell
170
-7,265
-98% -$513K ﹤0.01% 365
2021
Q4
$533K Buy
7,435
+7,185
+2,874% +$515K 0.17% 161
2021
Q3
$15K Hold
250
0.01% 334
2021
Q2
$12K Hold
250
﹤0.01% 324
2021
Q1
$9K Hold
250
﹤0.01% 316
2020
Q4
$7K Hold
250
﹤0.01% 302
2020
Q3
$6K Hold
250
﹤0.01% 290
2020
Q2
$7K Hold
250
﹤0.01% 265
2020
Q1
$5K Buy
+250
New +$5K ﹤0.01% 260