Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Buy
2,036
+120
+6% +$10.7K ﹤0.01% 732
2025
Q1
$145K Buy
1,916
+674
+54% +$51.1K ﹤0.01% 775
2024
Q4
$96K Hold
1,242
﹤0.01% 840
2024
Q3
$90.7K Buy
1,242
+3
+0.2% +$219 ﹤0.01% 829
2024
Q2
$74.7K Hold
1,239
﹤0.01% 839
2024
Q1
$78.2K Hold
1,239
﹤0.01% 838
2023
Q4
$72K Buy
1,239
+600
+94% +$34.9K ﹤0.01% 835
2023
Q3
$31K Hold
639
﹤0.01% 1011
2023
Q2
$31.9K Hold
639
﹤0.01% 992
2023
Q1
$34.9K Hold
639
﹤0.01% 963
2022
Q4
$39K Sell
639
-261
-29% -$15.9K ﹤0.01% 993
2022
Q3
$51K Hold
900
﹤0.01% 1030
2022
Q2
$46K Hold
900
﹤0.01% 1165
2022
Q1
$53K Hold
900
﹤0.01% 1189
2021
Q4
$63K Sell
900
-126
-12% -$8.82K ﹤0.01% 1148
2021
Q3
$66K Hold
1,026
﹤0.01% 1074
2021
Q2
$60K Hold
1,026
﹤0.01% 1015
2021
Q1
$50K Hold
1,026
﹤0.01% 1041
2020
Q4
$45K Hold
1,026
﹤0.01% 880
2020
Q3
$42K Hold
1,026
﹤0.01% 863
2020
Q2
$41K Hold
1,026
﹤0.01% 834
2020
Q1
$32K Hold
1,026
﹤0.01% 933
2019
Q4
$37K Buy
+1,026
New +$37K ﹤0.01% 939
2018
Q4
Sell
-4,551
Closed -$130K 992
2018
Q3
$130K Buy
+4,551
New +$130K 0.01% 706