Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.1K Sell
434
-32
-7% -$4.14K ﹤0.01% 1079
2025
Q1
$55.7K Buy
466
+54
+13% +$6.45K ﹤0.01% 1009
2024
Q4
$47.8K Buy
412
+20
+5% +$2.32K ﹤0.01% 934
2024
Q3
$52.9K Buy
392
+10
+3% +$1.35K ﹤0.01% 860
2024
Q2
$51.8K Buy
382
+188
+97% +$25.5K ﹤0.01% 816
2024
Q1
$25.1K Buy
194
+3
+2% +$388 ﹤0.01% 1007
2023
Q4
$21.8K Hold
191
﹤0.01% 1034
2023
Q3
$17.4K Buy
191
+21
+12% +$1.91K ﹤0.01% 1117
2023
Q2
$19.1K Sell
170
-10
-6% -$1.13K ﹤0.01% 1108
2023
Q1
$18.8K Buy
180
+4
+2% +$419 ﹤0.01% 1101
2022
Q4
$19K Hold
176
﹤0.01% 1131
2022
Q3
$15K Sell
176
-46
-21% -$3.92K ﹤0.01% 1206
2022
Q2
$17K Hold
222
﹤0.01% 1245
2022
Q1
$19K Hold
222
﹤0.01% 1279
2021
Q4
$27K Buy
+222
New +$27K ﹤0.01% 1179
2019
Q2
Sell
-4,570
Closed -$361K 371
2019
Q1
$361K Buy
4,570
+70
+2% +$5.53K 0.01% 283
2018
Q4
$300 Buy
4,500
+1,500
+50% +$100 0.01% 278
2018
Q3
$240K Hold
3,000
0.01% 322
2018
Q2
$202K Hold
3,000
0.01% 322
2018
Q1
$231K Hold
3,000
0.01% 311
2017
Q4
$205K Buy
+3,000
New +$205K 0.01% 320
2016
Q4
Sell
-5,025
Closed -$263K 350
2016
Q3
$263K Buy
+5,025
New +$263K 0.01% 312