Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.4K Hold
172
﹤0.01% 733
2025
Q1
$54.4K Hold
172
﹤0.01% 744
2024
Q4
$58K Hold
172
﹤0.01% 717
2024
Q3
$54.8K Hold
172
﹤0.01% 729
2024
Q2
$55.3K Sell
172
-2
-1% -$643 ﹤0.01% 679
2024
Q1
$60.4K Buy
174
+168
+2,800% +$58.3K ﹤0.01% 650
2023
Q4
$2.18K Sell
6
-99
-94% -$35.9K ﹤0.01% 1117
2023
Q3
$31.2K Sell
105
-8
-7% -$2.38K ﹤0.01% 725
2023
Q2
$37.3K Hold
113
﹤0.01% 736
2023
Q1
$37.6K Buy
113
+6
+6% +$2K ﹤0.01% 717
2022
Q4
$25.9K Buy
107
+47
+78% +$11.4K ﹤0.01% 795
2022
Q3
$13K Buy
60
+4
+7% +$867 ﹤0.01% 870
2022
Q2
$13K Sell
56
-4
-7% -$929 ﹤0.01% 879
2022
Q1
$19K Buy
60
+20
+50% +$6.33K ﹤0.01% 812
2021
Q4
$16K Hold
40
﹤0.01% 844
2021
Q3
$14K Hold
40
﹤0.01% 883
2021
Q2
$14K Hold
40
﹤0.01% 831
2021
Q1
$14K Hold
40
﹤0.01% 814
2020
Q4
$15K Buy
+40
New +$15K ﹤0.01% 786
2017
Q1
Sell
-35
Closed -$3K 926
2016
Q4
$3K Buy
+35
New +$3K ﹤0.01% 904