Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.04K Buy
788
+89
+13% +$344 ﹤0.01% 2733
2025
Q1
$2.04K Buy
699
+370
+112% +$1.08K ﹤0.01% 2854
2024
Q4
$415 Hold
329
﹤0.01% 3146
2024
Q3
$467 Hold
329
﹤0.01% 3099
2024
Q2
$408 Buy
+329
New +$408 ﹤0.01% 2994
2024
Q1
Sell
-1,035
Closed -$3.29K 3197
2023
Q4
$3.29K Hold
1,035
﹤0.01% 2624
2023
Q3
$2.76K Hold
1,035
﹤0.01% 2683
2023
Q2
$2.15K Buy
+1,035
New +$2.15K ﹤0.01% 2778
2023
Q1
Sell
-1,590
Closed -$2.77K 3316
2022
Q4
$2.77K Buy
1,590
+1,515
+2,020% +$2.64K ﹤0.01% 2692
2022
Q3
$0 Hold
75
﹤0.01% 3167
2022
Q2
$0 Hold
75
﹤0.01% 3184
2022
Q1
$0 Hold
75
﹤0.01% 3189
2021
Q4
$1K Sell
75
-2,040
-96% -$27.2K ﹤0.01% 2913
2021
Q3
$51K Buy
2,115
+55
+3% +$1.33K ﹤0.01% 1281
2021
Q2
$66K Buy
2,060
+15
+0.7% +$481 ﹤0.01% 1137
2021
Q1
$45K Buy
2,045
+2,005
+5,013% +$44.1K ﹤0.01% 1213
2020
Q4
$1K Buy
+40
New +$1K ﹤0.01% 2412