Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Hold
3,844
0.01% 356
2025
Q1
$119K Hold
3,844
0.01% 364
2024
Q4
$121K Sell
3,844
-233
-6% -$7.36K 0.01% 365
2024
Q3
$133K Hold
4,077
0.01% 353
2024
Q2
$108K Buy
4,077
+3,844
+1,650% +$102K 0.01% 363
2024
Q1
$6.6K Sell
233
-36
-13% -$1.02K ﹤0.01% 441
2023
Q4
$6.89K Hold
269
﹤0.01% 434
2023
Q3
$6.51K Hold
269
﹤0.01% 433
2023
Q2
$7.9K Hold
269
﹤0.01% 432
2023
Q1
$7.21K Hold
269
﹤0.01% 438
2022
Q4
$8.37K Hold
269
﹤0.01% 436
2022
Q3
$7K Hold
269
﹤0.01% 445
2022
Q2
$7K Buy
269
+183
+213% +$4.76K ﹤0.01% 429
2022
Q1
$2K Buy
86
+50
+139% +$1.16K ﹤0.01% 454
2021
Q4
$1K Buy
+36
New +$1K ﹤0.01% 451
2021
Q3
Sell
-32,128
Closed -$821K 462
2021
Q2
$821K Hold
32,128
0.15% 221
2021
Q1
$738K Hold
32,128
0.13% 240
2020
Q4
$580K Buy
32,128
+105
+0.3% +$1.9K 0.12% 266
2020
Q3
$556K Sell
32,023
-1,759
-5% -$30.5K 0.15% 227
2020
Q2
$701K Hold
33,782
0.18% 207
2020
Q1
$474K Buy
+33,782
New +$474K 0.15% 243