Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Buy
67
+1
+2% +$75 ﹤0.01% 640
2025
Q1
$4K Hold
66
﹤0.01% 655
2024
Q4
$5K Buy
66
+65
+6,500% +$4.92K ﹤0.01% 580
2024
Q3
$0 Hold
1
﹤0.01% 825
2024
Q2
$0 Hold
1
﹤0.01% 789
2024
Q1
$0 Sell
1
-30
-97% ﹤0.01% 866
2023
Q4
$3K Sell
31
-263
-89% -$25.5K ﹤0.01% 697
2023
Q3
$28K Sell
294
-20
-6% -$1.91K 0.01% 374
2023
Q2
$35K Buy
314
+20
+7% +$2.23K 0.01% 335
2023
Q1
$36K Sell
294
-75
-20% -$9.18K 0.01% 319
2022
Q4
$43K Sell
369
-101
-21% -$11.8K 0.02% 302
2022
Q3
$39K Buy
470
+46
+11% +$3.82K 0.02% 306
2022
Q2
$43K Buy
424
+1
+0.2% +$101 0.02% 302
2022
Q1
$57K Buy
423
+207
+96% +$27.9K 0.02% 287
2021
Q4
$36K Buy
216
+11
+5% +$1.83K 0.01% 345
2021
Q3
$30K Hold
205
0.01% 378
2021
Q2
$32K Hold
205
0.01% 368
2021
Q1
$27K Hold
205
0.01% 332
2020
Q4
$29K Buy
205
+175
+583% +$24.8K 0.02% 318
2020
Q3
$4K Hold
30
﹤0.01% 577
2020
Q2
$3K Hold
30
﹤0.01% 590
2020
Q1
$2K Hold
30
﹤0.01% 602
2019
Q4
$3K Hold
30
﹤0.01% 573
2019
Q3
$3K Hold
30
﹤0.01% 598
2019
Q2
$3K Hold
30
﹤0.01% 574
2019
Q1
$3K Buy
+30
New +$3K ﹤0.01% 551