Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.9K Sell
111
-9
-8% -$3.48K ﹤0.01% 379
2025
Q1
$46K Hold
120
0.01% 362
2024
Q4
$53.4K Sell
120
-84
-41% -$37.4K 0.01% 343
2024
Q3
$106K Sell
204
-12
-6% -$6.21K 0.01% 283
2024
Q2
$120K Buy
216
+26
+14% +$14.4K 0.01% 254
2024
Q1
$95.9K Buy
190
+165
+660% +$83.3K 0.01% 273
2023
Q4
$14.9K Buy
25
+9
+56% +$5.37K ﹤0.01% 456
2023
Q3
$8.16K Hold
16
﹤0.01% 477
2023
Q2
$7.82K Hold
16
﹤0.01% 474
2023
Q1
$6.17K Buy
16
+2
+14% +$771 ﹤0.01% 507
2022
Q4
$5K Hold
14
﹤0.01% 489
2022
Q3
$4K Hold
14
﹤0.01% 497
2022
Q2
$5K Buy
+14
New +$5K ﹤0.01% 491
2020
Q1
Sell
-1,142
Closed -$377K 501
2019
Q4
$377K Hold
1,142
0.05% 156
2019
Q3
$315K Hold
1,142
0.04% 161
2019
Q2
$336K Hold
1,142
0.05% 158
2019
Q1
$304K Hold
1,142
0.04% 161
2018
Q4
$258K Hold
1,142
0.04% 166
2018
Q3
$308K Hold
1,142
0.04% 172
2018
Q2
$278K Hold
1,142
0.04% 177
2018
Q1
$247K Buy
+1,142
New +$247K 0.04% 187
2017
Q1
Sell
-34
Closed -$4K 567
2016
Q4
$4K Buy
+34
New +$4K ﹤0.01% 545