Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.7K Buy
528
+8
+2% +$1.16K ﹤0.01% 1361
2025
Q1
$65.8K Buy
520
+66
+15% +$8.35K ﹤0.01% 1419
2024
Q4
$47.2K Buy
454
+57
+14% +$5.92K ﹤0.01% 1613
2024
Q3
$33.9K Buy
397
+145
+58% +$12.4K ﹤0.01% 1785
2024
Q2
$17.8K Sell
252
-30
-11% -$2.12K ﹤0.01% 2016
2024
Q1
$17.8K Buy
282
+28
+11% +$1.77K ﹤0.01% 2051
2023
Q4
$15.1K Buy
254
+2
+0.8% +$119 ﹤0.01% 2055
2023
Q3
$11.3K Buy
252
+160
+174% +$7.21K ﹤0.01% 2135
2023
Q2
$3.43K Sell
92
-1,000
-92% -$37.2K ﹤0.01% 2634
2023
Q1
$42.9K Hold
1,092
﹤0.01% 1471
2022
Q4
$34.2K Hold
1,092
﹤0.01% 1544
2022
Q3
$46K Hold
1,092
﹤0.01% 1312
2022
Q2
$45K Hold
1,092
﹤0.01% 1347
2022
Q1
$40K Hold
1,092
﹤0.01% 1475
2021
Q4
$36K Buy
1,092
+925
+554% +$30.5K ﹤0.01% 1492
2021
Q3
$6K Buy
167
+75
+82% +$2.7K ﹤0.01% 2284
2021
Q2
$3K Sell
92
-42
-31% -$1.37K ﹤0.01% 2456
2021
Q1
$4K Hold
134
﹤0.01% 2250
2020
Q4
$3K Hold
134
﹤0.01% 2143
2020
Q3
$4K Hold
134
﹤0.01% 1970
2020
Q2
$4K Buy
134
+46
+52% +$1.37K ﹤0.01% 1883
2020
Q1
$2K Buy
+88
New +$2K ﹤0.01% 1953
2019
Q4
Sell
-44
Closed -$1K 2216
2019
Q3
$1K Hold
44
﹤0.01% 1966
2019
Q2
$1K Buy
+44
New +$1K ﹤0.01% 1904
2013
Q4
Sell
-975
Closed -$30K 775
2013
Q3
$30K Buy
+975
New +$30K 0.01% 281