Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Buy
19,715
+211
+1% +$6.32K 0.01% 236
2025
Q1
$659K Buy
19,504
+139
+0.7% +$4.7K 0.01% 243
2024
Q4
$572K Hold
19,365
0.01% 261
2024
Q3
$608K Buy
19,365
+9,365
+94% +$294K 0.01% 268
2024
Q2
$361K Hold
10,000
0.01% 166
2024
Q1
$377K Hold
10,000
0.02% 172
2023
Q4
$354K Hold
10,000
0.02% 172
2023
Q3
$387K Hold
10,000
0.02% 163
2023
Q2
$353K Hold
10,000
0.02% 169
2023
Q1
$379K Sell
10,000
-77
-0.8% -$2.92K 0.02% 164
2022
Q4
$352K Hold
10,077
0.02% 166
2022
Q3
$288K Hold
10,077
0.02% 175
2022
Q2
$286K Hold
10,077
0.02% 176
2022
Q1
$296K Buy
10,077
+77
+0.8% +$2.26K 0.01% 180
2021
Q4
$266K Hold
10,000
0.01% 187
2021
Q3
$273K Sell
10,000
-1,058
-10% -$28.9K 0.01% 175
2021
Q2
$292K Sell
11,058
-204
-2% -$5.39K 0.01% 172
2021
Q1
$274K Sell
11,262
-62
-0.5% -$1.51K 0.01% 169
2020
Q4
$232K Sell
11,324
-161
-1% -$3.3K 0.01% 173
2020
Q3
$200K Buy
11,485
+61
+0.5% +$1.06K 0.01% 175
2020
Q2
$267K Buy
+11,424
New +$267K 0.02% 160