Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.4K Buy
142
+22
+18% +$3.93K ﹤0.01% 609
2025
Q1
$19.2K Buy
+120
New +$19.2K ﹤0.01% 696
2024
Q2
Sell
-19
Closed -$4.86K 657
2024
Q1
$4.86K Buy
+19
New +$4.86K ﹤0.01% 560
2023
Q1
Sell
-95
Closed -$17K 645
2022
Q4
$17K Hold
95
﹤0.01% 491
2022
Q3
$15K Hold
95
﹤0.01% 490
2022
Q2
$15K Hold
95
﹤0.01% 531
2022
Q1
$17K Sell
95
-370
-80% -$66.2K ﹤0.01% 544
2021
Q4
$95K Buy
465
+95
+26% +$19.4K 0.01% 340
2021
Q3
$67K Hold
370
0.01% 328
2021
Q2
$65K Hold
370
0.01% 282
2021
Q1
$61K Hold
370
0.01% 277
2020
Q4
$49K Sell
370
-18
-5% -$2.38K ﹤0.01% 282
2020
Q3
$46K Buy
+388
New +$46K ﹤0.01% 276
2018
Q1
Sell
-3,437
Closed -$239K 260
2017
Q4
$239K Buy
+3,437
New +$239K 0.03% 277