Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
1,711
+654
+62% +$103K ﹤0.01% 803
2025
Q1
$137K Sell
1,057
-5
-0.5% -$646 ﹤0.01% 915
2024
Q4
$152K Sell
1,062
-677
-39% -$96.7K ﹤0.01% 921
2024
Q3
$260K Sell
1,739
-176
-9% -$26.3K ﹤0.01% 769
2024
Q2
$247K Buy
1,915
+1,609
+526% +$208K ﹤0.01% 747
2024
Q1
$41.8K Hold
306
﹤0.01% 807
2023
Q4
$36.5K Sell
306
-556
-65% -$66.3K ﹤0.01% 814
2023
Q3
$84.4K Buy
862
+556
+182% +$54.4K ﹤0.01% 777
2023
Q2
$28.5K Hold
306
﹤0.01% 841
2023
Q1
$26.4K Buy
+306
New +$26.4K ﹤0.01% 800
2022
Q3
Sell
-250
Closed -$17K 1302
2022
Q2
$17K Hold
250
﹤0.01% 833
2022
Q1
$19K Hold
250
﹤0.01% 879
2021
Q4
$26K Hold
250
﹤0.01% 760
2021
Q3
$21K Hold
250
﹤0.01% 798
2021
Q2
$23K Hold
250
﹤0.01% 684
2021
Q1
$23K Hold
250
﹤0.01% 652
2020
Q4
$19K Hold
250
﹤0.01% 641
2020
Q3
$15K Hold
250
﹤0.01% 618
2020
Q2
$15K Hold
250
﹤0.01% 554
2020
Q1
$11K Buy
+250
New +$11K ﹤0.01% 565