Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
5,417
+48
+0.9% +$1.05K ﹤0.01% 1421
2025
Q1
$105K Hold
5,369
﹤0.01% 1410
2024
Q4
$84.1K Buy
5,369
+100
+2% +$1.57K ﹤0.01% 1446
2024
Q3
$95.7K Sell
5,269
-143
-3% -$2.6K ﹤0.01% 1345
2024
Q2
$92.8K Hold
5,412
﹤0.01% 1278
2024
Q1
$89.2K Hold
5,412
﹤0.01% 1263
2023
Q4
$81.3K Hold
5,412
﹤0.01% 1222
2023
Q3
$71.3K Sell
5,412
-61
-1% -$804 ﹤0.01% 1180
2023
Q2
$73.7K Buy
5,473
+182
+3% +$2.45K ﹤0.01% 1182
2023
Q1
$62.8K Sell
5,291
-190
-3% -$2.26K ﹤0.01% 1253
2022
Q4
$66.7K Sell
5,481
-1,041
-16% -$12.7K ﹤0.01% 1182
2022
Q3
$65K Hold
6,522
﹤0.01% 1157
2022
Q2
$65K Buy
+6,522
New +$65K ﹤0.01% 1157
2021
Q4
$91K Sell
6,522
-3,860
-37% -$53.9K 0.01% 1009
2021
Q3
$150K Sell
10,382
-170
-2% -$2.46K ﹤0.01% 1160
2021
Q2
$140K Buy
10,552
+830
+9% +$11K ﹤0.01% 1221
2021
Q1
$119K Buy
+9,722
New +$119K ﹤0.01% 1222