Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$134K Buy
+880
New +$134K 0.08% 140
2025
Q1
Sell
-880
Closed -$114K 260
2024
Q4
$114K Hold
880
0.07% 144
2024
Q3
$120K Buy
+880
New +$120K 0.07% 148
2024
Q2
Sell
-2,105
Closed -$187K 271
2024
Q1
$187K Sell
2,105
-78
-4% -$6.92K 0.12% 127
2023
Q4
$200K Hold
2,183
0.13% 123
2023
Q3
$171K Sell
2,183
-30
-1% -$2.35K 0.12% 134
2023
Q2
$185K Hold
2,213
0.13% 128
2023
Q1
$194K Hold
2,213
0.14% 130
2022
Q4
$222K Sell
2,213
-141
-6% -$14.1K 0.17% 127
2022
Q3
$217K Hold
2,354
0.19% 117
2022
Q2
$255K Buy
2,354
+479
+26% +$51.9K 0.2% 108
2022
Q1
$233K Hold
1,875
0.16% 123
2021
Q4
$279K Hold
1,875
0.18% 113
2021
Q3
$275K Sell
1,875
-91
-5% -$13.3K 0.19% 113
2021
Q2
$327K Hold
1,966
0.22% 104
2021
Q1
$317K Hold
1,966
0.22% 102
2020
Q4
$287K Buy
+1,966
New +$287K 0.21% 98