Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$134K Hold
1,077
0.01% 235
2025
Q1
$105K Sell
1,077
-8
-0.7% -$783 0.01% 250
2024
Q4
$117K Buy
+1,085
New +$117K 0.01% 264
2024
Q1
Sell
-1,384
Closed -$105K 299
2023
Q4
$105K Buy
+1,384
New +$105K 0.01% 273
2022
Q3
Sell
-1,492
Closed -$125K 256
2022
Q2
$125K Hold
1,492
0.02% 237
2022
Q1
$246K Buy
1,492
+77
+5% +$12.7K 0.03% 180
2021
Q4
$373K Buy
1,415
+15
+1% +$3.95K 0.04% 157
2021
Q3
$447K Hold
1,400
0.05% 132
2021
Q2
$552K Buy
1,400
+1,000
+250% +$394K 0.06% 120
2021
Q1
$136K Hold
400
0.02% 218
2020
Q4
$135K Buy
+400
New +$135K 0.02% 218