Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$94.7K Hold
1,172
﹤0.01% 640
2025
Q1
$95.5K Hold
1,172
﹤0.01% 630
2024
Q4
$85.6K Sell
1,172
-120
-9% -$8.76K ﹤0.01% 639
2024
Q3
$76.8K Hold
1,292
﹤0.01% 656
2024
Q2
$66K Hold
1,292
﹤0.01% 638
2024
Q1
$69.3K Hold
1,292
﹤0.01% 627
2023
Q4
$58.4K Hold
1,292
﹤0.01% 656
2023
Q3
$63.5K Sell
1,292
-15
-1% -$738 ﹤0.01% 604
2023
Q2
$62.3K Hold
1,307
﹤0.01% 632
2023
Q1
$51.7K Sell
1,307
-236
-15% -$9.34K ﹤0.01% 656
2022
Q4
$63.3K Buy
1,543
+1,292
+515% +$53K ﹤0.01% 628
2022
Q3
$10K Sell
251
-20
-7% -$797 ﹤0.01% 917
2022
Q2
$9K Buy
271
+8
+3% +$266 ﹤0.01% 941
2022
Q1
$8K Hold
263
﹤0.01% 970
2021
Q4
$6K Buy
263
+175
+199% +$3.99K ﹤0.01% 965
2021
Q3
$2K Buy
+88
New +$2K ﹤0.01% 1080
2020
Q2
Sell
-340
Closed -$5K 993
2020
Q1
$5K Hold
340
﹤0.01% 871
2019
Q4
$10K Hold
340
﹤0.01% 845
2019
Q3
$10K Hold
340
﹤0.01% 825
2019
Q2
$11K Hold
340
﹤0.01% 811
2019
Q1
$11K Hold
340
﹤0.01% 818
2018
Q4
$10K Buy
+340
New +$10K ﹤0.01% 847