Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$52K Buy
4,881
+2,204
+82% +$23.5K 0.02% 159
2025
Q1
$26K Buy
2,677
+2,103
+366% +$20.4K 0.01% 230
2024
Q4
$5K Sell
574
-677
-54% -$5.9K ﹤0.01% 252
2024
Q3
$13K Buy
1,251
+692
+124% +$7.19K ﹤0.01% 196
2024
Q2
$7K Buy
559
+7
+1% +$88 ﹤0.01% 222
2024
Q1
$7K Buy
552
+6
+1% +$76 ﹤0.01% 225
2023
Q4
$6K Buy
546
+6
+1% +$66 ﹤0.01% 237
2023
Q3
$6K Sell
540
-239
-31% -$2.66K ﹤0.01% 220
2023
Q2
$11K Buy
779
+248
+47% +$3.5K ﹤0.01% 188
2023
Q1
$6K Buy
531
+154
+41% +$1.74K ﹤0.01% 209
2022
Q4
$4K Buy
377
+4
+1% +$42 ﹤0.01% 187
2022
Q3
$4K Buy
+373
New +$4K ﹤0.01% 184
2022
Q2
Sell
-10,905
Closed -$184K 232
2022
Q1
$184K Hold
10,905
0.08% 56
2021
Q4
$226K Hold
10,905
0.1% 50
2021
Q3
$154K Hold
10,905
0.07% 54
2021
Q2
$162K Hold
10,905
0.07% 53
2021
Q1
$133K Hold
10,905
0.07% 53
2020
Q4
$94K Buy
+10,905
New +$94K 0.05% 46
2020
Q3
Sell
-1,000
Closed -$6K 186
2020
Q2
$6K Sell
1,000
-29
-3% -$174 ﹤0.01% 151
2020
Q1
$4K Sell
1,029
-11
-1% -$43 ﹤0.01% 166
2019
Q4
$9K Sell
1,040
-589
-36% -$5.1K ﹤0.01% 142
2019
Q3
$14K Buy
1,629
+10
+0.6% +$86 0.01% 93
2019
Q2
$16K Buy
1,619
+619
+62% +$6.12K 0.01% 82
2019
Q1
$8K Hold
1,000
0.01% 110
2018
Q4
$7K Hold
1,000
0.01% 109
2018
Q3
$9K Buy
+1,000
New +$9K 0.01% 108
2015
Q3
Sell
-147
Closed -$2K 57
2015
Q2
$2K Buy
+147
New +$2K ﹤0.01% 63