Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Buy
2,500
+2,185
+694% +$119K ﹤0.01% 692
2025
Q1
$16K Buy
315
+152
+93% +$7.72K ﹤0.01% 871
2024
Q4
$7K Hold
163
﹤0.01% 857
2024
Q3
$8K Buy
163
+20
+14% +$982 ﹤0.01% 822
2024
Q2
$7K Hold
143
﹤0.01% 833
2024
Q1
$6K Hold
143
﹤0.01% 911
2023
Q4
$6K Hold
143
﹤0.01% 891
2023
Q3
$5K Hold
143
﹤0.01% 913
2023
Q2
$5K Hold
143
﹤0.01% 890
2023
Q1
$5K Hold
143
﹤0.01% 897
2022
Q4
$4K Sell
143
-258
-64% -$7.22K ﹤0.01% 903
2022
Q3
$10K Buy
401
+258
+180% +$6.43K ﹤0.01% 743
2022
Q2
$4K Hold
143
﹤0.01% 886
2022
Q1
$4K Hold
143
﹤0.01% 911
2021
Q4
$5K Hold
143
﹤0.01% 765
2021
Q3
$4K Sell
143
-176
-55% -$4.92K ﹤0.01% 744
2021
Q2
$9K Hold
319
﹤0.01% 698
2021
Q1
$8K Sell
319
-378
-54% -$9.48K ﹤0.01% 611
2020
Q4
$17K Sell
697
-81,229
-99% -$1.98M ﹤0.01% 522
2020
Q3
$1.83M Sell
81,926
-58,326
-42% -$1.3M 0.09% 212
2020
Q2
$3.3M Buy
140,252
+5,461
+4% +$129K 0.18% 162
2020
Q1
$2.89M Buy
+134,791
New +$2.89M 0.2% 158