Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Sell
4,669
-40
-0.8% -$5.45K 0.01% 439
2025
Q1
$397K Buy
4,709
+379
+9% +$32K 0.01% 505
2024
Q4
$327K Sell
4,330
-14,676
-77% -$1.11M 0.01% 547
2024
Q3
$707K Sell
19,006
-780
-4% -$29K 0.02% 393
2024
Q2
$501K Hold
19,786
0.01% 457
2024
Q1
$455K Sell
19,786
-2,000
-9% -$46K 0.01% 481
2023
Q4
$374K Hold
21,786
0.01% 506
2023
Q3
$349K Hold
21,786
0.01% 490
2023
Q2
$334K Sell
21,786
-6,500
-23% -$99.6K 0.01% 480
2023
Q1
$239K Sell
28,286
-3,500
-11% -$29.6K 0.01% 582
2022
Q4
$204K Hold
31,786
0.01% 651
2022
Q3
$258K Hold
31,786
0.01% 502
2022
Q2
$288K Hold
31,786
0.01% 498
2022
Q1
$436K Hold
31,786
0.01% 432
2021
Q4
$579K Buy
+31,786
New +$579K 0.02% 376