Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57K Sell
265
-258
-49% -$2.51K ﹤0.01% 1220
2025
Q1
$5.22K Hold
523
﹤0.01% 1051
2024
Q4
$4.64K Sell
523
-176
-25% -$1.56K ﹤0.01% 1000
2024
Q3
$8.16K Sell
699
-12,547
-95% -$147K ﹤0.01% 843
2024
Q2
$148K Buy
13,246
+6,617
+100% +$73.9K 0.01% 265
2024
Q1
$80.8K Buy
6,629
+3,792
+134% +$46.2K 0.01% 348
2023
Q4
$45K Buy
2,837
+2,728
+2,503% +$43.3K ﹤0.01% 430
2023
Q3
$1.46K Hold
109
﹤0.01% 950
2023
Q2
$1.46K Hold
109
﹤0.01% 921
2023
Q1
$1.72K Hold
109
﹤0.01% 855
2022
Q4
$1.85K Hold
109
﹤0.01% 780
2022
Q3
$1K Hold
109
﹤0.01% 849
2022
Q2
$2K Hold
109
﹤0.01% 755
2022
Q1
$2K Hold
109
﹤0.01% 747
2021
Q4
$2K Hold
109
﹤0.01% 737
2021
Q3
$2K Hold
109
﹤0.01% 714
2021
Q2
$2K Sell
109
-2,127
-95% -$39K ﹤0.01% 749
2021
Q1
$38.9K Hold
2,236
0.01% 250
2020
Q4
$37K Hold
2,236
0.01% 239
2020
Q3
$24K Buy
2,236
+2,127
+1,951% +$22.8K 0.01% 273
2020
Q2
$1K Hold
109
﹤0.01% 745
2020
Q1
$1K Hold
109
﹤0.01% 717
2019
Q4
$1K Hold
109
﹤0.01% 673
2019
Q3
$1K Buy
+109
New +$1K ﹤0.01% 636
2018
Q3
Sell
-2,000
Closed -$26K 864
2018
Q2
$26K Buy
+2,000
New +$26K 0.02% 183