Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86K Buy
3,554
+475
+15% +$11.5K 0.02% 167
2025
Q1
$78K Hold
3,079
0.02% 174
2024
Q4
$82K Sell
3,079
-8,475
-73% -$226K 0.02% 133
2024
Q3
$334K Hold
11,554
0.08% 77
2024
Q2
$323K Buy
11,554
+1,000
+9% +$28K 0.09% 74
2024
Q1
$293K Buy
10,554
+3,000
+40% +$83.3K 0.08% 84
2023
Q4
$217K Buy
7,554
+5,000
+196% +$144K 0.07% 91
2023
Q3
$85K Buy
2,554
+583
+30% +$19.4K 0.03% 116
2023
Q2
$72K Hold
1,971
0.02% 131
2023
Q1
$80K Hold
1,971
0.03% 119
2022
Q4
$101K Buy
1,971
+40
+2% +$2.05K 0.04% 117
2022
Q3
$85K Sell
1,931
-850
-31% -$37.4K 0.03% 128
2022
Q2
$146K Hold
2,781
0.05% 110
2022
Q1
$144K Hold
2,781
0.04% 120
2021
Q4
$164K Hold
2,781
0.04% 126
2021
Q3
$120K Buy
2,781
+945
+51% +$40.8K 0.03% 133
2021
Q2
$72K Buy
1,836
+86
+5% +$3.37K 0.02% 142
2021
Q1
$63K Buy
1,750
+730
+72% +$26.3K 0.02% 152
2020
Q4
$38K Buy
1,020
+124
+14% +$4.62K 0.01% 181
2020
Q3
$31K Hold
896
0.01% 251
2020
Q2
$28K Hold
896
0.02% 126
2020
Q1
$28K Sell
896
-527
-37% -$16.5K 0.02% 116
2019
Q4
$53K Hold
1,423
0.03% 121
2019
Q3
$49K Sell
1,423
-827
-37% -$28.5K 0.03% 121
2019
Q2
$92K Buy
2,250
+827
+58% +$33.8K 0.05% 103
2019
Q1
$57K Hold
1,423
0.03% 117
2018
Q4
$59K Hold
1,423
0.04% 104
2018
Q3
$59K Buy
+1,423
New +$59K 0.04% 94