Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
+43
New +$318K 0.01% 895
2024
Q4
$352K Sell
43
-1
-2% -$8.18K 0.01% 743
2024
Q3
$432K Hold
44
0.01% 674
2024
Q2
$334K Buy
44
+2
+5% +$15.2K 0.01% 708
2024
Q1
$340K Hold
42
0.01% 619
2023
Q4
$301K Hold
42
0.01% 607
2023
Q3
$249K Buy
42
+2
+5% +$11.9K 0.01% 597
2023
Q2
$254K Hold
40
0.01% 611
2023
Q1
$236K Buy
40
+39
+3,900% +$230K 0.01% 608
2022
Q4
$4.61K Hold
1
﹤0.01% 2053
2022
Q3
$4K Hold
1
﹤0.01% 2018
2022
Q2
$4K Hold
1
﹤0.01% 1977
2022
Q1
$4K Buy
+1
New +$4K ﹤0.01% 1977
2021
Q4
Sell
-4
Closed -$19K 1270
2021
Q3
$19K Buy
4
+3
+300% +$14.3K ﹤0.01% 1222
2021
Q2
$5K Hold
1
﹤0.01% 1571
2021
Q1
$5K Hold
1
﹤0.01% 1472
2020
Q4
$4K Buy
+1
New +$4K ﹤0.01% 1489