Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
10,213
-1,391
-12% -$36.2K 0.01% 600
2025
Q1
$295K Hold
11,604
0.01% 551
2024
Q4
$246K Buy
11,604
+9
+0.1% +$190 0.01% 646
2024
Q3
$224K Sell
11,595
-270
-2% -$5.22K 0.01% 666
2024
Q2
$202K Sell
11,865
-6,700
-36% -$114K 0.01% 672
2024
Q1
$318K Buy
18,565
+17,485
+1,619% +$300K 0.01% 568
2023
Q4
$20.5K Buy
1,080
+910
+535% +$17.2K ﹤0.01% 883
2023
Q3
$2.8K Hold
170
﹤0.01% 1339
2023
Q2
$3.06K Hold
170
﹤0.01% 1296
2023
Q1
$3.08K Hold
170
﹤0.01% 1335
2022
Q4
$2.59K Hold
170
﹤0.01% 1030
2022
Q3
$2K Hold
170
﹤0.01% 1050
2022
Q2
$2K Sell
170
-765
-82% -$9K ﹤0.01% 960
2022
Q1
$19K Hold
935
﹤0.01% 725
2021
Q4
$23K Hold
935
﹤0.01% 682
2021
Q3
$20K Hold
935
﹤0.01% 667
2021
Q2
$18K Buy
935
+5
+0.5% +$96 ﹤0.01% 663
2021
Q1
$19K Sell
930
-50
-5% -$1.02K ﹤0.01% 659
2020
Q4
$19K Hold
980
﹤0.01% 625
2020
Q3
$15K Buy
980
+800
+444% +$12.2K ﹤0.01% 640
2020
Q2
$2K Hold
180
﹤0.01% 807
2020
Q1
$2K Hold
180
﹤0.01% 694
2019
Q4
$2K Hold
180
﹤0.01% 727
2019
Q3
$2K Hold
180
﹤0.01% 689
2019
Q2
$2K Buy
+180
New +$2K ﹤0.01% 740