Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49K Hold
35
﹤0.01% 450
2025
Q1
$2.22K Hold
35
﹤0.01% 439
2024
Q4
$2.65K Hold
35
﹤0.01% 438
2024
Q3
$3.09K Sell
35
-80
-70% -$7.07K ﹤0.01% 434
2024
Q2
$8.67K Hold
115
﹤0.01% 425
2024
Q1
$10.8K Sell
115
-4,796
-98% -$451K ﹤0.01% 411
2023
Q4
$533K Hold
4,911
0.15% 125
2023
Q3
$470K Sell
4,911
-210
-4% -$20.1K 0.14% 131
2023
Q2
$565K Sell
5,121
-5,937
-54% -$655K 0.16% 127
2023
Q1
$1.36M Sell
11,058
-989
-8% -$121K 0.41% 69
2022
Q4
$1.41M Sell
12,047
-870
-7% -$102K 0.42% 65
2022
Q3
$1.07M Sell
12,917
-265
-2% -$22K 0.34% 77
2022
Q2
$1.35M Sell
13,182
-100
-0.8% -$10.2K 0.39% 68
2022
Q1
$1.79M Buy
13,282
+80
+0.6% +$10.8K 0.43% 62
2021
Q4
$2.2M Sell
13,202
-1,040
-7% -$173K 0.53% 54
2021
Q3
$2.2M Hold
14,242
0.59% 54
2021
Q2
$2.2M Buy
+14,242
New +$2.2M 0.59% 54