Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Sell
1,202
-50
-4% -$15.2K ﹤0.01% 584
2025
Q1
$336K Sell
1,252
-50
-4% -$13.4K ﹤0.01% 604
2024
Q4
$321K Hold
1,302
﹤0.01% 602
2024
Q3
$298K Hold
1,302
﹤0.01% 567
2024
Q2
$263K Sell
1,302
-50
-4% -$10.1K ﹤0.01% 575
2024
Q1
$264K Hold
1,352
﹤0.01% 611
2023
Q4
$209K Hold
1,352
﹤0.01% 630
2023
Q3
$175K Sell
1,352
-50
-4% -$6.47K ﹤0.01% 671
2023
Q2
$192K Hold
1,402
﹤0.01% 641
2023
Q1
$177K Sell
1,402
-50
-3% -$6.31K ﹤0.01% 608
2022
Q4
$150K Hold
1,452
﹤0.01% 662
2022
Q3
$118K Sell
1,452
-50
-3% -$4.06K ﹤0.01% 668
2022
Q2
$136K Buy
1,502
+50
+3% +$4.53K ﹤0.01% 667
2022
Q1
$161K Buy
1,452
+50
+4% +$5.54K ﹤0.01% 765
2021
Q4
$196K Sell
1,402
-50
-3% -$6.99K ﹤0.01% 758
2021
Q3
$196K Sell
1,452
-147
-9% -$19.8K ﹤0.01% 733
2021
Q2
$225K Sell
1,599
-49
-3% -$6.9K ﹤0.01% 721
2021
Q1
$202K Buy
1,648
+98
+6% +$12K ﹤0.01% 664
2020
Q4
$202K Sell
1,550
-98
-6% -$12.8K ﹤0.01% 665
2020
Q3
$257K Buy
+1,648
New +$257K ﹤0.01% 540