Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,200
Closed -$25.6K 537
2025
Q1
$25.6K Buy
7,200
+770
+12% +$2.73K ﹤0.01% 585
2024
Q4
$41.6K Hold
6,430
﹤0.01% 535
2024
Q3
$15.9K Hold
6,430
﹤0.01% 539
2024
Q2
$16.5K Hold
6,430
﹤0.01% 517
2024
Q1
$21.9K Buy
6,430
+270
+4% +$921 ﹤0.01% 507
2023
Q4
$26.2K Buy
6,160
+3,383
+122% +$14.4K ﹤0.01% 503
2023
Q3
$5.94K Hold
2,777
﹤0.01% 479
2023
Q2
$6.17K Hold
2,777
﹤0.01% 445
2023
Q1
$8.1K Hold
2,777
﹤0.01% 390
2022
Q4
$6.15K Hold
2,777
﹤0.01% 366
2022
Q3
$11K Sell
2,777
-100
-3% -$396 ﹤0.01% 311
2022
Q2
$14K Hold
2,877
﹤0.01% 318
2022
Q1
$14K Hold
2,877
﹤0.01% 328
2021
Q4
$15K Hold
2,877
﹤0.01% 325
2021
Q3
$20K Sell
2,877
-10
-0.3% -$70 0.01% 310
2021
Q2
$28K Buy
2,887
+10
+0.3% +$97 0.01% 291
2021
Q1
$29K Buy
2,877
+1,677
+140% +$16.9K 0.01% 237
2020
Q4
$5K Buy
+1,200
New +$5K ﹤0.01% 224
2020
Q3
Sell
-655
Closed -$3K 596
2020
Q2
$3K Buy
655
+500
+323% +$2.29K ﹤0.01% 858
2020
Q1
$0 Hold
155
﹤0.01% 1073
2019
Q4
$0 Buy
+155
New ﹤0.01% 1030