Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.4K Buy
496
+51
+11% +$5.91K ﹤0.01% 1510
2025
Q1
$44.6K Buy
445
+6
+1% +$601 ﹤0.01% 1628
2024
Q4
$49.4K Buy
439
+2
+0.5% +$225 ﹤0.01% 1584
2024
Q3
$51.2K Buy
437
+35
+9% +$4.1K ﹤0.01% 1555
2024
Q2
$37.7K Sell
402
-40
-9% -$3.75K ﹤0.01% 1648
2024
Q1
$40.9K Buy
442
+215
+95% +$19.9K ﹤0.01% 1652
2023
Q4
$17.5K Buy
227
+165
+266% +$12.7K ﹤0.01% 1978
2023
Q3
$5.99K Buy
62
+22
+55% +$2.12K ﹤0.01% 2419
2023
Q2
$3.83K Sell
40
-17
-30% -$1.63K ﹤0.01% 2603
2023
Q1
$4.95K Hold
57
﹤0.01% 2509
2022
Q4
$4.1K Sell
57
-17
-23% -$1.22K ﹤0.01% 2552
2022
Q3
$4K Buy
74
+3
+4% +$162 ﹤0.01% 2492
2022
Q2
$4K Buy
71
+35
+97% +$1.97K ﹤0.01% 2492
2022
Q1
$2K Sell
36
-101
-74% -$5.61K ﹤0.01% 2765
2021
Q4
$9K Buy
+137
New +$9K ﹤0.01% 2151
2020
Q1
Sell
-341
Closed -$19K 2273
2019
Q4
$19K Hold
341
﹤0.01% 1283
2019
Q3
$18K Hold
341
﹤0.01% 1246
2019
Q2
$20K Hold
341
﹤0.01% 1195
2019
Q1
$18K Hold
341
﹤0.01% 1211
2018
Q4
$14K Buy
+341
New +$14K ﹤0.01% 1248
2013
Q3
Sell
-10
Closed 662
2013
Q2
$0 Buy
+10
New ﹤0.01% 582