Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Sell
1,056
-350
-25% -$40.1K 0.03% 130
2025
Q1
$149K Hold
1,406
0.04% 104
2024
Q4
$149K Hold
1,406
0.04% 104
2024
Q3
$112K Hold
1,406
0.03% 114
2024
Q2
$92K Buy
1,406
+70
+5% +$4.58K 0.03% 124
2024
Q1
$104K Sell
1,336
-40
-3% -$3.11K 0.03% 115
2023
Q4
$107K Buy
1,376
+40
+3% +$3.11K 0.03% 107
2023
Q3
$72K Sell
1,336
-47
-3% -$2.53K 0.02% 127
2023
Q2
$89K Buy
1,383
+47
+4% +$3.03K 0.02% 116
2023
Q1
$46K Buy
1,336
+6
+0.5% +$207 0.01% 152
2022
Q4
$35K Hold
1,330
0.01% 171
2022
Q3
$36K Buy
1,330
+1,000
+303% +$27.1K 0.01% 169
2022
Q2
$10K Buy
330
+250
+313% +$7.58K ﹤0.01% 261
2022
Q1
$5K Hold
80
﹤0.01% 295
2021
Q4
$11K Hold
80
﹤0.01% 232
2021
Q3
$11K Hold
80
﹤0.01% 226
2021
Q2
$12K Hold
80
﹤0.01% 210
2021
Q1
$9K Sell
80
-100
-56% -$11.3K ﹤0.01% 229
2020
Q4
$20K Hold
180
0.01% 183
2020
Q3
$18K Buy
+180
New +$18K 0.01% 146