Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92K Buy
1,209
+66
+6% +$5.02K ﹤0.01% 200
2025
Q1
$86K Buy
1,143
+8
+0.7% +$602 ﹤0.01% 195
2024
Q4
$87K Buy
1,135
+8
+0.7% +$613 ﹤0.01% 197
2024
Q3
$88K Buy
1,127
+8
+0.7% +$625 ﹤0.01% 214
2024
Q2
$80K Sell
1,119
-18,064
-94% -$1.29M ﹤0.01% 211
2024
Q1
$1.56M Buy
19,183
+7
+0% +$568 0.05% 93
2023
Q4
$1.4M Buy
19,176
+9
+0% +$658 0.05% 94
2023
Q3
$1.27M Sell
19,167
-12,376
-39% -$817K 0.05% 98
2023
Q2
$2.34M Buy
31,543
+90
+0.3% +$6.68K 0.08% 83
2023
Q1
$2.43M Buy
31,453
+71
+0.2% +$5.48K 0.09% 79
2022
Q4
$2.4M Sell
31,382
-2,663
-8% -$204K 0.09% 81
2022
Q3
$2.41M Buy
34,045
+77
+0.2% +$5.44K 0.1% 81
2022
Q2
$2.88M Buy
33,968
+73
+0.2% +$6.18K 0.12% 84
2022
Q1
$2.77M Buy
33,895
+824
+2% +$67.3K 0.09% 98
2021
Q4
$2.6M Buy
33,071
+26,226
+383% +$2.06M 0.08% 100
2021
Q3
$537K Buy
6,845
+5,806
+559% +$455K 0.02% 164
2021
Q2
$81K Buy
1,039
+6
+0.6% +$468 ﹤0.01% 306
2021
Q1
$81K Hold
1,033
﹤0.01% 301
2020
Q4
$77K Hold
1,033
﹤0.01% 296
2020
Q3
$64K Hold
1,033
﹤0.01% 300
2020
Q2
$56K Buy
+1,033
New +$56K ﹤0.01% 335