Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Buy
1,106
+84
+8% +$12.8K 0.01% 139
2025
Q1
$150K Hold
1,022
0.01% 139
2024
Q4
$132K Buy
1,022
+497
+95% +$64.2K 0.01% 147
2024
Q3
$71.8K Sell
525
-260
-33% -$35.5K 0.01% 203
2024
Q2
$80.2K Sell
785
-154
-16% -$15.7K 0.01% 180
2024
Q1
$83.3K Hold
939
0.01% 168
2023
Q4
$85.8K Hold
939
0.01% 154
2023
Q3
$73.5K Hold
939
0.01% 142
2023
Q2
$78.6K Hold
939
0.01% 143
2023
Q1
$82.5K Sell
939
-30
-3% -$2.64K 0.01% 140
2022
Q4
$97.1K Buy
969
+30
+3% +$3.01K 0.02% 134
2022
Q3
$87K Buy
939
+311
+50% +$28.8K 0.02% 123
2022
Q2
$68K Sell
628
-311
-33% -$33.7K 0.02% 118
2022
Q1
$117K Hold
939
0.04% 118
2021
Q4
$139K Buy
+939
New +$139K 0.05% 134