Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$76.7K Hold
1,080
0.01% 206
2025
Q1
$68.6K Hold
1,080
0.01% 207
2024
Q4
$81.7K Sell
1,080
-1,000
-48% -$75.7K 0.01% 205
2024
Q3
$184K Buy
2,080
+220
+12% +$19.4K 0.01% 155
2024
Q2
$140K Sell
1,860
-100
-5% -$7.54K 0.01% 161
2024
Q1
$184K Sell
1,960
-445
-19% -$41.8K 0.02% 135
2023
Q4
$251K Hold
2,405
0.03% 119
2023
Q3
$230K Buy
2,405
+300
+14% +$28.7K 0.03% 119
2023
Q2
$230K Buy
2,105
+1,000
+90% +$109K 0.03% 124
2023
Q1
$141K Hold
1,105
0.02% 143
2022
Q4
$129K Hold
1,105
0.02% 142
2022
Q3
$92K Sell
1,105
-1,105
-50% -$92K 0.02% 159
2022
Q2
$226K Hold
2,210
0.03% 138
2022
Q1
$297K Buy
2,210
+980
+80% +$132K 0.04% 138
2021
Q4
$205K Sell
1,230
-730
-37% -$122K 0.03% 129
2021
Q3
$285K Buy
+1,960
New +$285K 0.04% 123
2021
Q2
Sell
-5,409
Closed -$718K 122
2021
Q1
$718K Buy
5,409
+13
+0.2% +$1.73K 0.1% 91
2020
Q4
$764K Buy
+5,396
New +$764K 0.12% 73