Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
17,921
-2,685
-13% -$21.1K ﹤0.01% 1728
2025
Q1
$155K Buy
20,606
+5,435
+36% +$40.9K ﹤0.01% 1741
2024
Q4
$150K Hold
15,171
﹤0.01% 1763
2024
Q3
$88K Sell
15,171
-3,203
-17% -$18.6K ﹤0.01% 1881
2024
Q2
$98K Hold
18,374
﹤0.01% 1882
2024
Q1
$106K Hold
18,374
﹤0.01% 1915
2023
Q4
$85K Hold
18,374
﹤0.01% 1977
2023
Q3
$106K Buy
18,374
+8,338
+83% +$48.1K ﹤0.01% 1953
2023
Q2
$68K Buy
10,036
+2,661
+36% +$18K ﹤0.01% 1972
2023
Q1
$44K Hold
7,375
﹤0.01% 2084
2022
Q4
$47K Buy
+7,375
New +$47K ﹤0.01% 2083