Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20K Buy
2,374
+1,289
+119% +$10.9K 0.01% 1245
2025
Q1
$9K Buy
1,085
+4
+0.4% +$33 0.01% 1531
2024
Q4
$7K Buy
1,081
+5
+0.5% +$32 ﹤0.01% 1656
2024
Q3
$8K Buy
1,076
+2
+0.2% +$15 0.01% 1640
2024
Q2
$8K Buy
1,074
+4
+0.4% +$30 0.01% 1649
2024
Q1
$7K Sell
1,070
-2
-0.2% -$13 ﹤0.01% 1727
2023
Q4
$7K Buy
1,072
+1
+0.1% +$7 ﹤0.01% 1704
2023
Q3
$6K Hold
1,071
﹤0.01% 1653
2023
Q2
$6K Sell
1,071
-7
-0.6% -$39 ﹤0.01% 1662
2023
Q1
$8K Sell
1,078
-3
-0.3% -$22 0.01% 1405
2022
Q4
$10K Hold
1,081
0.01% 1309
2022
Q3
$8K Sell
1,081
-1
-0.1% -$7 0.01% 1333
2022
Q2
$7K Hold
1,082
0.01% 1298
2022
Q1
$8K Buy
1,082
+479
+79% +$3.54K 0.01% 1367
2021
Q4
$5K Buy
+603
New +$5K 0.01% 1282