Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
4,007
+173
+5% +$9.4K 0.01% 959
2025
Q1
$481K Buy
3,834
+1,379
+56% +$173K 0.01% 901
2024
Q4
$112K Sell
2,455
-52
-2% -$2.36K ﹤0.01% 1031
2024
Q3
$119K Buy
2,507
+2,405
+2,358% +$114K ﹤0.01% 916
2024
Q2
$4.68K Sell
102
-55
-35% -$2.52K ﹤0.01% 1736
2024
Q1
$6.8K Buy
157
+55
+54% +$2.38K ﹤0.01% 1646
2023
Q4
$4.05K Buy
+102
New +$4.05K ﹤0.01% 1775
2022
Q2
Sell
-91
Closed -$2K 2751
2022
Q1
$2K Buy
+91
New +$2K ﹤0.01% 2566
2021
Q4
Sell
-59
Closed -$1K 2857
2021
Q3
$1K Hold
59
﹤0.01% 2777
2021
Q2
$1K Sell
59
-301
-84% -$5.1K ﹤0.01% 2789
2021
Q1
$9K Hold
360
﹤0.01% 2432
2020
Q4
$2K Buy
360
+243
+208% +$1.35K ﹤0.01% 2719
2020
Q3
$2K Buy
117
+58
+98% +$991 ﹤0.01% 2439
2020
Q2
$1K Sell
59
-51
-46% -$864 ﹤0.01% 2498
2020
Q1
$2K Hold
110
﹤0.01% 2285
2019
Q4
$2K Hold
110
﹤0.01% 2394
2019
Q3
$2K Hold
110
﹤0.01% 2321
2019
Q2
$2K Hold
110
﹤0.01% 2329
2019
Q1
$2K Buy
+110
New +$2K ﹤0.01% 2256