Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64K Hold
30
﹤0.01% 1217
2025
Q1
$2.11K Buy
30
+10
+50% +$704 ﹤0.01% 1219
2024
Q4
$1.49K Hold
20
﹤0.01% 1220
2024
Q3
$1.49K Hold
20
﹤0.01% 1184
2024
Q2
$1.2K Sell
20
-1
-5% -$60 ﹤0.01% 1180
2024
Q1
$1.37K Buy
+21
New +$1.37K ﹤0.01% 1130
2023
Q1
Sell
-8
Closed -$326 1130
2022
Q4
$326 Buy
8
+5
+167% +$204 ﹤0.01% 941
2022
Q3
$0 Hold
3
﹤0.01% 963
2022
Q2
$0 Hold
3
﹤0.01% 943
2022
Q1
$0 Sell
3
-1,027
-100% ﹤0.01% 929
2021
Q4
$235K Sell
1,030
-3
-0.3% -$684 0.03% 140
2021
Q3
$324K Hold
1,033
0.04% 122
2021
Q2
$474K Sell
1,033
-27
-3% -$12.4K 0.07% 110
2021
Q1
$345K Buy
1,060
+57
+6% +$18.6K 0.06% 105
2020
Q4
$333K Buy
1,003
+200
+25% +$66.4K 0.07% 104
2020
Q3
$152K Buy
803
+3
+0.4% +$568 0.04% 104
2020
Q2
$93K Hold
800
0.03% 108
2020
Q1
$70K Buy
+800
New +$70K 0.02% 102