Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$191K Buy
19,632
+900
+5% +$8.74K 0.01% 579
2025
Q1
$187K Buy
18,732
+60
+0.3% +$599 0.01% 559
2024
Q4
$166K Buy
18,672
+132
+0.7% +$1.17K 0.01% 549
2024
Q3
$217K Buy
18,540
+3,260
+21% +$38.1K 0.02% 505
2024
Q2
$171K Buy
15,280
+10,006
+190% +$112K 0.02% 515
2024
Q1
$64.3K Buy
5,274
+2,572
+95% +$31.4K 0.01% 742
2023
Q4
$42.9K Hold
2,702
﹤0.01% 849
2023
Q3
$36.2K Buy
2,702
+835
+45% +$11.2K ﹤0.01% 872
2023
Q2
$25.1K Buy
1,867
+1,135
+155% +$15.2K ﹤0.01% 1012
2023
Q1
$11.6K Hold
732
﹤0.01% 1260
2022
Q4
$12.4K Hold
732
﹤0.01% 1229
2022
Q3
$10K Buy
732
+16
+2% +$219 ﹤0.01% 1332
2022
Q2
$10K Sell
716
-1,148
-62% -$16K ﹤0.01% 1340
2022
Q1
$37K Buy
1,864
+705
+61% +$14K ﹤0.01% 1058
2021
Q4
$16K Buy
1,159
+402
+53% +$5.55K ﹤0.01% 1352
2021
Q3
$11K Buy
757
+257
+51% +$3.73K ﹤0.01% 1420
2021
Q2
$11K Hold
500
﹤0.01% 1381
2021
Q1
$9K Hold
500
﹤0.01% 1382
2020
Q4
$8K Hold
500
﹤0.01% 1334
2020
Q3
$5K Hold
500
﹤0.01% 1418
2020
Q2
$5K Hold
500
﹤0.01% 1447
2020
Q1
$4K Sell
500
-200
-29% -$1.6K ﹤0.01% 1483
2019
Q4
$9K Sell
700
-200
-22% -$2.57K ﹤0.01% 1409
2019
Q3
$10K Hold
900
﹤0.01% 1379
2019
Q2
$12K Buy
900
+400
+80% +$5.33K ﹤0.01% 1184
2019
Q1
$7K Buy
+500
New +$7K ﹤0.01% 1265