Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Hold
6,566
﹤0.01% 1513
2025
Q1
$193K Sell
6,566
-98
-1% -$2.88K ﹤0.01% 1544
2024
Q4
$266K Buy
6,664
+142
+2% +$5.67K ﹤0.01% 1503
2024
Q3
$283K Hold
6,522
﹤0.01% 1493
2024
Q2
$232K Sell
6,522
-206
-3% -$7.33K ﹤0.01% 1541
2024
Q1
$363K Sell
6,728
-2,441
-27% -$132K ﹤0.01% 1430
2023
Q4
$494K Sell
9,169
-444
-5% -$23.9K ﹤0.01% 1452
2023
Q3
$741K Buy
9,613
+259
+3% +$20K 0.01% 1234
2023
Q2
$788K Buy
9,354
+131
+1% +$11K 0.01% 1228
2023
Q1
$627K Sell
9,223
-600
-6% -$40.8K 0.01% 1328
2022
Q4
$590K Hold
9,823
0.01% 1395
2022
Q3
$633K Buy
9,823
+1,071
+12% +$69K 0.01% 1319
2022
Q2
$402K Buy
8,752
+382
+5% +$17.5K ﹤0.01% 1561
2022
Q1
$440K Buy
8,370
+5,210
+165% +$274K ﹤0.01% 1605
2021
Q4
$216K Sell
3,160
-34
-1% -$2.32K ﹤0.01% 1952
2021
Q3
$242K Sell
3,194
-197
-6% -$14.9K ﹤0.01% 1919
2021
Q2
$284K Buy
+3,391
New +$284K ﹤0.01% 1914