Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
4,226
-32
-0.8% -$1.74K 0.01% 636
2025
Q1
$215K Sell
4,258
-24
-0.6% -$1.21K 0.01% 640
2024
Q4
$194K Hold
4,282
0.01% 709
2024
Q3
$203K Buy
4,282
+49
+1% +$2.33K 0.01% 686
2024
Q2
$194K Sell
4,233
-1,197
-22% -$54.9K 0.01% 677
2024
Q1
$235K Buy
5,430
+5,391
+13,823% +$233K 0.01% 661
2023
Q4
$1.55K Buy
+39
New +$1.55K ﹤0.01% 1332
2022
Q4
Sell
-60
Closed -$1K 1325
2022
Q3
$1K Hold
60
﹤0.01% 1100
2022
Q2
$1K Sell
60
-1
-2% -$17 ﹤0.01% 1018
2022
Q1
$1K Buy
61
+55
+917% +$902 ﹤0.01% 1053
2021
Q4
$0 Hold
6
﹤0.01% 1208
2021
Q3
$0 Hold
6
﹤0.01% 1161
2021
Q2
$0 Buy
+6
New ﹤0.01% 1121
2021
Q1
Sell
-83
Closed -$2K 1121
2020
Q4
$2K Hold
83
﹤0.01% 886
2020
Q3
$1K Hold
83
﹤0.01% 886
2020
Q2
$1K Buy
83
+22
+36% +$265 ﹤0.01% 861
2020
Q1
$1K Hold
61
﹤0.01% 741
2019
Q4
$1K Hold
61
﹤0.01% 765
2019
Q3
$1K Hold
61
﹤0.01% 744
2019
Q2
$1K Buy
+61
New +$1K ﹤0.01% 806