Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.8K Buy
5,525
+1,025
+23% +$9.42K ﹤0.01% 463
2025
Q1
$43.7K Hold
4,500
﹤0.01% 416
2024
Q4
$42.3K Hold
4,500
﹤0.01% 432
2024
Q3
$51K Hold
4,500
﹤0.01% 388
2024
Q2
$44K Sell
4,500
-6,315
-58% -$61.8K ﹤0.01% 398
2024
Q1
$103K Sell
10,815
-663
-6% -$6.31K 0.01% 324
2023
Q4
$111K Sell
11,478
-362
-3% -$3.49K 0.01% 312
2023
Q3
$108K Hold
11,840
0.01% 294
2023
Q2
$118K Buy
+11,840
New +$118K 0.01% 283
2022
Q4
$60.8K Buy
16,930
+5,090
+43% +$18.3K 0.02% 150
2022
Q3
$147K Hold
11,840
0.01% 229
2022
Q2
$147K Hold
11,840
0.01% 229
2022
Q1
$134K Sell
11,840
-6,563
-36% -$74.3K 0.01% 237
2021
Q4
$221K Hold
18,403
0.01% 233
2021
Q3
$213K Hold
18,403
0.01% 228
2021
Q2
$211K Hold
18,403
0.01% 231
2021
Q1
$215K Hold
18,403
0.01% 220
2020
Q4
$217K Buy
18,403
+6,750
+58% +$79.6K 0.02% 221
2020
Q3
$129K Sell
11,653
-193
-2% -$2.14K 0.01% 215
2020
Q2
$121K Hold
11,846
0.01% 208
2020
Q1
$96K Buy
+11,846
New +$96K 0.01% 207