Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Hold
1,758
﹤0.01% 1936
2025
Q1
$31K Buy
1,758
+6
+0.3% +$106 ﹤0.01% 1926
2024
Q4
$38K Hold
1,752
﹤0.01% 1900
2024
Q3
$55K Hold
1,752
﹤0.01% 1817
2024
Q2
$27K Hold
1,752
﹤0.01% 2014
2024
Q1
$19K Sell
1,752
-2,785
-61% -$30.2K ﹤0.01% 2142
2023
Q4
$54K Sell
4,537
-521
-10% -$6.2K ﹤0.01% 2206
2023
Q3
$35K Hold
5,058
﹤0.01% 2393
2023
Q2
$43K Sell
5,058
-2,027
-29% -$17.2K ﹤0.01% 2385
2023
Q1
$65K Sell
7,085
-1,067
-13% -$9.79K ﹤0.01% 2198
2022
Q4
$93K Hold
8,152
﹤0.01% 2163
2022
Q3
$139K Buy
8,152
+129
+2% +$2.2K ﹤0.01% 1993
2022
Q2
$172K Sell
8,023
-228
-3% -$4.89K ﹤0.01% 1938
2022
Q1
$305K Sell
8,251
-653
-7% -$24.1K ﹤0.01% 1761
2021
Q4
$405K Sell
8,904
-94
-1% -$4.28K ﹤0.01% 1677
2021
Q3
$570K Sell
8,998
-452
-5% -$28.6K ﹤0.01% 1509
2021
Q2
$865K Buy
9,450
+2,304
+32% +$211K 0.01% 1358
2021
Q1
$487K Sell
7,146
-340
-5% -$23.2K 0.02% 997
2020
Q4
$542K Buy
7,486
+35
+0.5% +$2.53K 0.02% 919
2020
Q3
$283K Buy
7,451
+605
+9% +$23K 0.01% 1136
2020
Q2
$243K Buy
+6,846
New +$243K 0.01% 1217
2019
Q3
Sell
-7,283
Closed -$262K 1782
2019
Q2
$262K Buy
+7,283
New +$262K 0.01% 1430