Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22K Hold
3,138
﹤0.01% 2081
2025
Q1
$24K Buy
3,138
+138
+5% +$1.06K ﹤0.01% 2002
2024
Q4
$25K Hold
3,000
﹤0.01% 2040
2024
Q3
$22K Hold
3,000
﹤0.01% 2103
2024
Q2
$26K Hold
3,000
﹤0.01% 2034
2024
Q1
$33K Sell
3,000
-9,780
-77% -$108K ﹤0.01% 1980
2023
Q4
$188K Buy
12,780
+274
+2% +$4.03K ﹤0.01% 1807
2023
Q3
$119K Hold
12,506
﹤0.01% 1943
2023
Q2
$134K Buy
12,506
+2,356
+23% +$25.2K ﹤0.01% 1970
2023
Q1
$90K Sell
10,150
-1,433
-12% -$12.7K ﹤0.01% 2097
2022
Q4
$122K Hold
11,583
﹤0.01% 2056
2022
Q3
$140K Buy
11,583
+184
+2% +$2.22K ﹤0.01% 1990
2022
Q2
$116K Buy
11,399
+9,600
+534% +$97.7K ﹤0.01% 2103
2022
Q1
$22K Buy
+1,799
New +$22K ﹤0.01% 2784