Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10K Hold
3,193
﹤0.01% 2336
2025
Q1
$8.59K Hold
3,193
﹤0.01% 2399
2024
Q4
$9K Buy
3,193
+1,534
+92% +$4.33K ﹤0.01% 2392
2024
Q3
$3.53K Hold
1,659
﹤0.01% 2667
2024
Q2
$3.29K Hold
1,659
﹤0.01% 2625
2024
Q1
$4.15K Hold
1,659
﹤0.01% 2595
2023
Q4
$3.38K Buy
+1,659
New +$3.38K ﹤0.01% 2615
2021
Q4
Sell
-3,130
Closed -$5K 3231
2021
Q3
$5K Buy
3,130
+2,314
+284% +$3.7K ﹤0.01% 2356
2021
Q2
$2K Buy
+816
New +$2K ﹤0.01% 2601
2020
Q2
Sell
-2,374
Closed -$4K 2607
2020
Q1
$4K Buy
2,374
+710
+43% +$1.2K ﹤0.01% 1746
2019
Q4
$8K Buy
+1,664
New +$8K ﹤0.01% 1525