Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.6K Hold
800
0.01% 199
2025
Q1
$22.1K Hold
800
0.01% 195
2024
Q4
$26.1K Hold
800
0.01% 194
2024
Q3
$28.7K Sell
800
-200
-20% -$7.17K 0.01% 189
2024
Q2
$35K Hold
1,000
0.01% 186
2024
Q1
$30.2K Sell
1,000
-225
-18% -$6.8K 0.01% 185
2023
Q4
$36.9K Sell
1,225
-675
-36% -$20.3K 0.02% 176
2023
Q3
$48.8K Sell
1,900
-900
-32% -$23.1K 0.02% 176
2023
Q2
$86K Sell
2,800
-2,285
-45% -$70.1K 0.05% 147
2023
Q1
$149K Sell
5,085
-1,400
-22% -$41.1K 0.09% 127
2022
Q4
$174K Sell
6,485
-2,975
-31% -$79.9K 0.11% 124
2022
Q3
$236K Sell
9,460
-1,475
-13% -$36.8K 0.16% 110
2022
Q2
$358K Buy
10,935
+1,960
+22% +$64.2K 0.23% 98
2022
Q1
$326K Buy
8,975
+1,225
+16% +$44.5K 0.2% 97
2021
Q4
$292K Buy
7,750
+590
+8% +$22.2K 0.17% 109
2021
Q3
$196K Buy
7,160
+600
+9% +$16.4K 0.13% 115
2021
Q2
$198K Buy
6,560
+1,125
+21% +$34K 0.13% 115
2021
Q1
$173K Buy
5,435
+5,035
+1,259% +$160K 0.12% 112
2020
Q4
$10K Buy
+400
New +$10K 0.01% 181