Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46K Buy
132
+30
+29% +$10.5K 0.01% 386
2025
Q1
$32K Buy
102
+2
+2% +$627 0.01% 430
2024
Q4
$33K Hold
100
0.01% 392
2024
Q3
$31K Sell
100
-5
-5% -$1.55K 0.01% 400
2024
Q2
$33K Buy
105
+1
+1% +$314 ﹤0.01% 446
2024
Q1
$36K Buy
104
+1
+1% +$346 0.01% 448
2023
Q4
$37K Sell
103
-27
-21% -$9.7K 0.01% 447
2023
Q3
$39K Buy
130
+5
+4% +$1.5K 0.01% 417
2023
Q2
$42K Hold
125
0.01% 414
2023
Q1
$40K Hold
125
0.01% 414
2022
Q4
$31K Hold
125
0.01% 440
2022
Q3
$27K Hold
125
0.01% 459
2022
Q2
$32K Hold
125
0.01% 412
2022
Q1
$40K Hold
125
0.01% 408
2021
Q4
$50K Hold
125
0.01% 364
2021
Q3
$43K Hold
125
0.01% 356
2021
Q2
$43K Buy
125
+50
+67% +$17.2K 0.01% 359
2021
Q1
$25K Hold
75
﹤0.01% 416
2020
Q4
$27K Hold
75
0.01% 391
2020
Q3
$25K Hold
75
0.01% 364
2020
Q2
$22K Hold
75
0.01% 385
2020
Q1
$17K Hold
75
﹤0.01% 402
2019
Q4
$19K Hold
75
﹤0.01% 440
2019
Q3
$17K Hold
75
﹤0.01% 446
2019
Q2
$15K Hold
75
﹤0.01% 433
2019
Q1
$14K Buy
75
+50
+200% +$9.33K ﹤0.01% 440
2018
Q4
$4K Buy
+25
New +$4K ﹤0.01% 546