Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.3K Buy
2,272
+1,576
+226% +$9.92K ﹤0.01% 7344
2025
Q1
$3.41K Buy
696
+592
+569% +$2.9K ﹤0.01% 7902
2024
Q4
$712 Buy
104
+101
+3,367% +$691 ﹤0.01% 8146
2024
Q3
$33 Sell
3
-1,074
-100% -$11.8K ﹤0.01% 8056
2024
Q2
$13.5K Buy
1,077
+1,074
+35,800% +$13.5K ﹤0.01% 6391
2024
Q1
$71 Sell
3
-28
-90% -$663 ﹤0.01% 7710
2023
Q4
$2.16K Buy
+31
New +$2.16K ﹤0.01% 6936
2023
Q3
Sell
-6
Closed -$369 8659
2023
Q2
$369 Buy
+6
New +$369 ﹤0.01% 7185
2023
Q1
Sell
-364
Closed -$14.9K 8983
2022
Q4
$14.9K Buy
364
+111
+44% +$4.55K ﹤0.01% 6843
2022
Q3
$16K Buy
+253
New +$16K ﹤0.01% 6608
2022
Q2
Hold
0
9699
2022
Q1
Sell
-102
Closed -$63K 9575
2021
Q4
$63K Buy
102
+83
+437% +$51.3K ﹤0.01% 5620
2021
Q3
$30K Buy
19
+18
+1,800% +$28.4K ﹤0.01% 5634
2021
Q2
$3K Sell
1
-6
-86% -$18K ﹤0.01% 7728
2021
Q1
$25K Buy
+7
New +$25K ﹤0.01% 6159
2020
Q4
Sell
-2
Closed -$3K 7605
2020
Q3
$3K Buy
+2
New +$3K ﹤0.01% 6671
2020
Q2
Sell
-8
Closed -$8K 7294
2020
Q1
$8K Buy
8
+6
+300% +$6K ﹤0.01% 6174
2019
Q4
$7K Buy
2
+1
+100% +$3.5K ﹤0.01% 6383
2019
Q3
$4K Hold
1
﹤0.01% 6597
2019
Q2
$3K Hold
1
﹤0.01% 6662
2019
Q1
$8K Hold
1
﹤0.01% 6117
2018
Q4
$11K Buy
+1
New +$11K ﹤0.01% 6267
2018
Q3
Hold
0
6254
2018
Q2
Hold
0
-$1K 7141
2018
Q1
Hold
0
-$10K 6760
2017
Q4
Hold
0
-$22K 6059
2017
Q3
Hold
0
-$1K 5482
2017
Q2
Hold
0
6562