Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
590
-251
-30% -$118K 0.13% 126
2025
Q1
$392K Hold
841
0.2% 110
2024
Q4
$352K Hold
841
0.16% 122
2024
Q3
$401K Sell
841
-6
-0.7% -$2.86K 0.19% 120
2024
Q2
$372K Hold
847
0.18% 127
2024
Q1
$393K Buy
847
+24
+3% +$11.1K 0.19% 125
2023
Q4
$338K Sell
823
-80
-9% -$32.9K 0.18% 124
2023
Q3
$336K Buy
903
+403
+81% +$150K 0.2% 114
2023
Q2
$191K Buy
+500
New +$191K 0.11% 151
2023
Q1
Sell
-500
Closed -$163K 491
2022
Q4
$163K Hold
500
0.1% 150
2022
Q3
$135K Buy
500
+488
+4,067% +$132K 0.09% 155
2022
Q2
$3K Hold
12
﹤0.01% 391
2022
Q1
$4K Hold
12
﹤0.01% 384
2021
Q4
$4K Buy
+12
New +$4K ﹤0.01% 380
2020
Q1
Sell
-10
Closed -$2K 385
2019
Q4
$2K Hold
10
﹤0.01% 368
2019
Q3
$2K Hold
10
﹤0.01% 370
2019
Q2
$2K Hold
10
﹤0.01% 464
2019
Q1
$2K Hold
10
﹤0.01% 360
2018
Q4
$2K Buy
+10
New +$2K ﹤0.01% 322