Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Buy
1,238
+3
+0.2% +$679 0.02% 235
2025
Q1
$205K Buy
1,235
+345
+39% +$57.3K 0.01% 278
2024
Q4
$176K Buy
890
+373
+72% +$73.6K 0.01% 272
2024
Q3
$89.8K Hold
517
0.01% 358
2024
Q2
$89.9K Buy
517
+23
+5% +$4K 0.01% 348
2024
Q1
$67.2K Hold
494
0.01% 372
2023
Q4
$51.4K Hold
494
﹤0.01% 399
2023
Q3
$42.9K Hold
494
﹤0.01% 319
2023
Q2
$49.9K Hold
494
0.01% 302
2023
Q1
$46K Hold
494
0.01% 292
2022
Q4
$36.8K Buy
494
+234
+90% +$17.4K ﹤0.01% 294
2022
Q3
$18K Buy
260
+29
+13% +$2.01K ﹤0.01% 377
2022
Q2
$19K Hold
231
﹤0.01% 362
2022
Q1
$24K Buy
231
+75
+48% +$7.79K ﹤0.01% 332
2021
Q4
$19K Sell
156
-3
-2% -$365 ﹤0.01% 379
2021
Q3
$18K Hold
159
﹤0.01% 366
2021
Q2
$19K Sell
159
-34
-18% -$4.06K ﹤0.01% 360
2021
Q1
$22.8K Buy
193
+89
+86% +$10.5K ﹤0.01% 338
2020
Q4
$11K Hold
104
﹤0.01% 438
2020
Q3
$8K Hold
104
﹤0.01% 465
2020
Q2
$6K Hold
104
﹤0.01% 487
2020
Q1
$5K Buy
+104
New +$5K ﹤0.01% 463
2019
Q1
Sell
-335
Closed -$12K 797
2018
Q4
$12K Buy
335
+246
+276% +$8.81K 0.01% 306
2018
Q3
$4K Buy
89
+83
+1,383% +$3.73K ﹤0.01% 482
2018
Q2
$0 Buy
+6
New ﹤0.01% 782