Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.4K Hold
1,564
﹤0.01% 405
2025
Q1
$21.9K Sell
1,564
-8,732
-85% -$122K ﹤0.01% 411
2024
Q4
$156K Hold
10,296
0.01% 336
2024
Q3
$167K Hold
10,296
0.02% 326
2024
Q2
$165K Sell
10,296
-3,788
-27% -$60.6K 0.02% 323
2024
Q1
$301K Sell
14,084
-4,529
-24% -$96.7K 0.03% 298
2023
Q4
$364K Hold
18,613
0.04% 293
2023
Q3
$287K Sell
18,613
-911
-5% -$14K 0.03% 296
2023
Q2
$334K Sell
19,524
-2,113
-10% -$36.1K 0.04% 286
2023
Q1
$351K Hold
21,637
0.04% 288
2022
Q4
$362K Hold
21,637
0.05% 292
2022
Q3
$306K Hold
21,637
0.05% 311
2022
Q2
$329K Hold
21,637
0.08% 272
2022
Q1
$401K Hold
21,637
0.08% 264
2021
Q4
$324K Hold
21,637
0.07% 312
2021
Q3
$335K Buy
21,637
+19,162
+774% +$297K 0.07% 291
2021
Q2
$44K Hold
2,475
0.01% 417
2021
Q1
$45K Hold
2,475
0.01% 418
2020
Q4
$43K Sell
2,475
-20,714
-89% -$360K 0.01% 429
2020
Q3
$484K Sell
23,189
-636
-3% -$13.3K 0.13% 257
2020
Q2
$509K Buy
+23,825
New +$509K 0.13% 264