Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Hold
4,408
﹤0.01% 1800
2025
Q1
$58K Buy
4,408
+15
+0.3% +$197 ﹤0.01% 1773
2024
Q4
$72K Hold
4,393
﹤0.01% 1767
2024
Q3
$46K Hold
4,393
﹤0.01% 1878
2024
Q2
$47K Buy
4,393
+236
+6% +$2.53K ﹤0.01% 1866
2024
Q1
$51K Sell
4,157
-13,676
-77% -$168K ﹤0.01% 1866
2023
Q4
$265K Sell
17,833
-915
-5% -$13.6K ﹤0.01% 1707
2023
Q3
$213K Hold
18,748
﹤0.01% 1766
2023
Q2
$175K Buy
18,748
+1,529
+9% +$14.3K ﹤0.01% 1874
2023
Q1
$195K Sell
17,219
-2,613
-13% -$29.6K ﹤0.01% 1816
2022
Q4
$207K Buy
19,832
+537
+3% +$5.61K ﹤0.01% 1852
2022
Q3
$263K Buy
19,295
+307
+2% +$4.19K ﹤0.01% 1742
2022
Q2
$393K Sell
18,988
-328
-2% -$6.79K ﹤0.01% 1582
2022
Q1
$449K Sell
19,316
-1,451
-7% -$33.7K ﹤0.01% 1597
2021
Q4
$709K Sell
20,767
-223
-1% -$7.61K 0.01% 1404
2021
Q3
$945K Sell
20,990
-1,037
-5% -$46.7K 0.01% 1270
2021
Q2
$1.28M Buy
22,027
+8,820
+67% +$514K 0.01% 1163
2021
Q1
$591K Sell
13,207
-1,287
-9% -$57.6K 0.02% 888
2020
Q4
$500K Buy
14,494
+84
+0.6% +$2.9K 0.02% 976
2020
Q3
$251K Sell
14,410
-437
-3% -$7.61K 0.01% 1207
2020
Q2
$214K Buy
14,847
+4,646
+46% +$67K 0.01% 1263
2020
Q1
$66K Sell
10,201
-495
-5% -$3.2K ﹤0.01% 1541
2019
Q4
$114K Buy
+10,696
New +$114K ﹤0.01% 1722