Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$173K Sell
3,600
-42
-1% -$2.02K 0.02% 315
2025
Q1
$177K Buy
3,642
+42
+1% +$2.04K 0.03% 298
2024
Q4
$176K Sell
3,600
-111
-3% -$5.42K 0.03% 286
2024
Q3
$230K Sell
3,711
-24
-0.6% -$1.49K 0.04% 234
2024
Q2
$213K Buy
3,735
+135
+4% +$7.71K 0.04% 230
2024
Q1
$208K Hold
3,600
0.04% 242
2023
Q4
$246K Hold
3,600
0.05% 205
2023
Q3
$205K Sell
3,600
-240
-6% -$13.7K 0.05% 219
2023
Q2
$229K Hold
3,840
0.05% 207
2023
Q1
$243K Sell
3,840
-210
-5% -$13.3K 0.05% 191
2022
Q4
$251K Buy
4,050
+3,810
+1,588% +$236K 0.06% 170
2022
Q3
$12K Hold
240
﹤0.01% 600
2022
Q2
$13K Sell
240
-29
-11% -$1.57K ﹤0.01% 609
2022
Q1
$19K Hold
269
﹤0.01% 569
2021
Q4
$14K Buy
+269
New +$14K ﹤0.01% 580
2021
Q3
Sell
-269
Closed -$17K 418
2021
Q2
$17K Buy
+269
New +$17K ﹤0.01% 558