Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42K Hold
1,407
﹤0.01% 1864
2025
Q1
$41K Buy
1,407
+5
+0.4% +$146 ﹤0.01% 1831
2024
Q4
$46K Hold
1,402
﹤0.01% 1850
2024
Q3
$48K Hold
1,402
﹤0.01% 1858
2024
Q2
$43K Hold
1,402
﹤0.01% 1886
2024
Q1
$56K Sell
1,402
-4,428
-76% -$177K ﹤0.01% 1836
2023
Q4
$220K Sell
5,830
-417
-7% -$15.7K ﹤0.01% 1767
2023
Q3
$285K Hold
6,247
﹤0.01% 1654
2023
Q2
$297K Buy
6,247
+644
+11% +$30.6K ﹤0.01% 1674
2023
Q1
$249K Sell
5,603
-839
-13% -$37.3K ﹤0.01% 1709
2022
Q4
$210K Hold
6,442
﹤0.01% 1846
2022
Q3
$263K Buy
6,442
+101
+2% +$4.12K ﹤0.01% 1740
2022
Q2
$300K Sell
6,341
-99
-2% -$4.68K ﹤0.01% 1698
2022
Q1
$392K Sell
6,440
-483
-7% -$29.4K ﹤0.01% 1659
2021
Q4
$451K Sell
6,923
-75
-1% -$4.89K ﹤0.01% 1627
2021
Q3
$647K Sell
6,998
-431
-6% -$39.8K 0.01% 1453
2021
Q2
$1.02M Buy
7,429
+2,363
+47% +$325K 0.01% 1278
2021
Q1
$674K Sell
5,066
-495
-9% -$65.9K 0.03% 807
2020
Q4
$901K Buy
5,561
+32
+0.6% +$5.19K 0.03% 613
2020
Q3
$358K Buy
5,529
+273
+5% +$17.7K 0.02% 1021
2020
Q2
$269K Sell
5,256
-759
-13% -$38.8K 0.01% 1168
2020
Q1
$242K Sell
6,015
-110
-2% -$4.43K 0.01% 1263
2019
Q4
$234K Buy
6,125
+622
+11% +$23.8K ﹤0.01% 1556
2019
Q3
$261K Sell
5,503
-73
-1% -$3.46K 0.01% 1400
2019
Q2
$201K Buy
+5,576
New +$201K ﹤0.01% 1590