Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43K Hold
11,168
﹤0.01% 1859
2025
Q1
$33K Buy
11,168
+1,502
+16% +$4.44K ﹤0.01% 1903
2024
Q4
$12K Hold
9,666
﹤0.01% 2343
2024
Q3
$14K Hold
9,666
﹤0.01% 2283
2024
Q2
$12K Hold
9,666
﹤0.01% 2342
2024
Q1
$15K Sell
9,666
-15,475
-62% -$24K ﹤0.01% 2257
2023
Q4
$80K Buy
25,141
+1,644
+7% +$5.23K ﹤0.01% 2073
2023
Q3
$63K Buy
23,497
+4,489
+24% +$12K ﹤0.01% 2150
2023
Q2
$40K Hold
19,008
﹤0.01% 2415
2023
Q1
$23K Sell
19,008
-4,926
-21% -$5.96K ﹤0.01% 2592
2022
Q4
$42K Buy
23,934
+1,152
+5% +$2.02K ﹤0.01% 2498
2022
Q3
$81K Buy
22,782
+222
+1% +$789 ﹤0.01% 2247
2022
Q2
$56K Buy
22,560
+495
+2% +$1.23K ﹤0.01% 2413
2022
Q1
$145K Sell
22,065
-1,542
-7% -$10.1K ﹤0.01% 2056
2021
Q4
$366K Buy
23,607
+213
+0.9% +$3.3K ﹤0.01% 1726
2021
Q3
$561K Sell
23,394
-1,441
-6% -$34.6K ﹤0.01% 1516
2021
Q2
$797K Buy
+24,835
New +$797K 0.01% 1396