Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
4,030
+244
+6% +$12.6K ﹤0.01% 883
2025
Q1
$203K Buy
3,786
+2
+0.1% +$107 ﹤0.01% 832
2024
Q4
$181K Buy
3,784
+3
+0.1% +$144 ﹤0.01% 882
2024
Q3
$168K Buy
3,781
+3
+0.1% +$133 ﹤0.01% 907
2024
Q2
$161K Hold
3,778
﹤0.01% 884
2024
Q1
$156K Buy
3,778
+1,641
+77% +$67.6K 0.01% 511
2023
Q4
$78.5K Sell
2,137
-2,131
-50% -$78.3K ﹤0.01% 633
2023
Q3
$152K Buy
4,268
+2,137
+100% +$76K ﹤0.01% 633
2023
Q2
$72.3K Buy
2,131
+3
+0.1% +$102 ﹤0.01% 649
2023
Q1
$73.3K Buy
2,128
+3
+0.1% +$103 0.01% 575
2022
Q4
$69.8K Buy
2,125
+3
+0.1% +$99 0.01% 571
2022
Q3
$64K Buy
2,122
+122
+6% +$3.68K 0.01% 561
2022
Q2
$58K Hold
2,000
﹤0.01% 592
2022
Q1
$66K Hold
2,000
﹤0.01% 635
2021
Q4
$59K Hold
2,000
﹤0.01% 625
2021
Q3
$57K Hold
2,000
﹤0.01% 590
2021
Q2
$59K Hold
2,000
﹤0.01% 523
2021
Q1
$51K Hold
2,000
﹤0.01% 538
2020
Q4
$43K Hold
2,000
﹤0.01% 528
2020
Q3
$31K Hold
2,000
﹤0.01% 535
2020
Q2
$35K Hold
2,000
﹤0.01% 471
2020
Q1
$23K Buy
+2,000
New +$23K ﹤0.01% 489