Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
2,103
+334
+19% +$37.9K 0.01% 222
2025
Q1
$234K Buy
+1,769
New +$234K 0.01% 193
2024
Q1
Sell
-4,588
Closed -$398K 200
2023
Q4
$398K Hold
4,588
0.02% 119
2023
Q3
$398K Hold
4,588
0.02% 119
2023
Q2
$382K Buy
4,588
+388
+9% +$32.3K 0.02% 125
2023
Q1
$429K Hold
4,200
0.03% 112
2022
Q4
$370K Hold
4,200
0.03% 110
2022
Q3
$336K Hold
4,200
0.03% 104
2022
Q2
$477K Sell
4,200
-9
-0.2% -$1.02K 0.03% 100
2022
Q1
$458K Buy
4,209
+9
+0.2% +$979 0.04% 92
2021
Q4
$499K Hold
4,200
0.04% 89
2021
Q3
$622K Hold
4,200
0.06% 77
2021
Q2
$952K Sell
4,200
-100
-2% -$22.7K 0.11% 55
2021
Q1
$975K Sell
4,300
-55
-1% -$12.5K 0.15% 41
2020
Q4
$968K Buy
+4,355
New +$968K 0.18% 32