Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Hold
620
0.01% 76
2025
Q1
$118K Sell
620
-710
-53% -$135K 0.02% 74
2024
Q4
$292K Sell
1,330
-264
-17% -$57.9K 0.05% 55
2024
Q3
$297K Sell
1,594
-32
-2% -$5.96K 0.05% 56
2024
Q2
$314K Hold
1,626
0.06% 58
2024
Q1
$293K Sell
1,626
-60
-4% -$10.8K 0.06% 61
2023
Q4
$256K Sell
1,686
-179
-10% -$27.2K 0.06% 63
2023
Q3
$237K Hold
1,865
0.06% 65
2023
Q2
$243K Buy
1,865
+105
+6% +$13.7K 0.06% 68
2023
Q1
$182K Hold
1,760
0.05% 73
2022
Q4
$148K Hold
1,760
0.05% 77
2022
Q3
$199K Hold
1,760
0.07% 63
2022
Q2
$187K Buy
1,760
+120
+7% +$12.8K 0.06% 67
2022
Q1
$267K Sell
1,640
-560
-25% -$91.2K 0.08% 61
2021
Q4
$367K Buy
2,200
+360
+20% +$60.1K 0.12% 55
2021
Q3
$302K Hold
1,840
0.11% 58
2021
Q2
$316K Hold
1,840
0.11% 57
2021
Q1
$285K Hold
1,840
0.11% 56
2020
Q4
$300K Buy
1,840
+200
+12% +$32.6K 0.14% 54
2020
Q3
$258K Buy
1,640
+80
+5% +$12.6K 0.15% 56
2020
Q2
$215K Hold
1,560
0.13% 57
2020
Q1
$152K Hold
1,560
0.12% 59
2019
Q4
$144K Buy
+1,560
New +$144K 0.09% 64