Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Buy
602
+390
+184% +$109K 0.04% 100
2025
Q1
$55K Hold
212
0.01% 185
2024
Q4
$55K Sell
212
-21
-9% -$5.45K 0.01% 185
2024
Q3
$74K Buy
233
+6
+3% +$1.91K 0.02% 146
2024
Q2
$70K Buy
227
+7
+3% +$2.16K 0.02% 139
2024
Q1
$63K Buy
220
+13
+6% +$3.72K 0.02% 145
2023
Q4
$60K Sell
207
-7
-3% -$2.03K 0.02% 144
2023
Q3
$57K Buy
214
+8
+4% +$2.13K 0.02% 145
2023
Q2
$44K Buy
206
+29
+16% +$6.19K 0.01% 170
2023
Q1
$46K Sell
177
-50
-22% -$13K 0.01% 150
2022
Q4
$51K Hold
227
0.02% 142
2022
Q3
$51K Hold
227
0.02% 143
2022
Q2
$55K Buy
227
+7
+3% +$1.7K 0.02% 132
2022
Q1
$53K Sell
220
-44
-17% -$10.6K 0.02% 124
2021
Q4
$59K Sell
264
-40
-13% -$8.94K 0.02% 117
2021
Q3
$65K Hold
304
0.02% 111
2021
Q2
$74K Sell
304
-18
-6% -$4.38K 0.02% 100
2021
Q1
$80K Hold
322
0.03% 87
2020
Q4
$74K Hold
322
0.02% 98
2020
Q3
$82K Hold
322
0.03% 68
2020
Q2
$76K Hold
322
0.03% 68
2020
Q1
$65K Buy
+322
New +$65K 0.03% 68