Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30K Sell
342
-1,130
-77% -$99.1K ﹤0.01% 1454
2025
Q1
$104K Hold
1,472
﹤0.01% 1201
2024
Q4
$109K Sell
1,472
-15
-1% -$1.11K ﹤0.01% 1186
2024
Q3
$111K Buy
1,487
+15
+1% +$1.12K ﹤0.01% 1260
2024
Q2
$88K Sell
1,472
-4
-0.3% -$239 ﹤0.01% 1196
2024
Q1
$96K Hold
1,476
﹤0.01% 1189
2023
Q4
$135K Hold
1,476
﹤0.01% 1141
2023
Q3
$104K Buy
1,476
+4
+0.3% +$282 ﹤0.01% 1184
2023
Q2
$94K Buy
+1,472
New +$94K ﹤0.01% 1243
2023
Q1
Hold
0
2122
2022
Q4
Sell
-263
Closed -$15K 2170
2022
Q3
$15K Sell
263
-10
-4% -$570 ﹤0.01% 1447
2022
Q2
$22K Sell
273
-184
-40% -$14.8K ﹤0.01% 1245
2022
Q1
$58K Buy
457
+96
+27% +$12.2K ﹤0.01% 1052
2021
Q4
$83K Buy
361
+261
+261% +$60K ﹤0.01% 1032
2021
Q3
$31K Hold
100
﹤0.01% 1150
2021
Q2
$46K Buy
+100
New +$46K ﹤0.01% 1081
2021
Q1
Sell
-600
Closed -$199K 1640
2020
Q4
$199K Sell
600
-150
-20% -$49.8K ﹤0.01% 734
2020
Q3
$142K Sell
750
-85
-10% -$16.1K ﹤0.01% 785
2020
Q2
$97K Buy
+835
New +$97K ﹤0.01% 1244