Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$124K Sell
407
-45
-10% -$13.7K ﹤0.01% 1396
2025
Q1
$121K Hold
452
﹤0.01% 1339
2024
Q4
$111K Sell
452
-19
-4% -$4.68K ﹤0.01% 1314
2024
Q3
$108K Sell
471
-27
-5% -$6.19K ﹤0.01% 1279
2024
Q2
$100K Buy
498
+23
+5% +$4.64K ﹤0.01% 1235
2024
Q1
$92.6K Buy
475
+57
+14% +$11.1K ﹤0.01% 1251
2023
Q4
$64.6K Hold
418
﹤0.01% 1337
2023
Q3
$54.1K Buy
418
+110
+36% +$14.2K ﹤0.01% 1317
2023
Q2
$42.1K Buy
308
+25
+9% +$3.42K ﹤0.01% 1440
2023
Q1
$35.8K Buy
283
+60
+27% +$7.59K ﹤0.01% 1491
2022
Q4
$23K Sell
223
-32
-13% -$3.3K ﹤0.01% 1619
2022
Q3
$23K Hold
255
﹤0.01% 1589
2022
Q2
$23K Buy
+255
New +$23K ﹤0.01% 1589
2021
Q4
$40K Sell
283
-52
-16% -$7.35K ﹤0.01% 1366
2021
Q3
$45K Buy
335
+97
+41% +$13K ﹤0.01% 1832
2021
Q2
$34K Buy
238
+34
+17% +$4.86K ﹤0.01% 2026
2021
Q1
$25K Buy
+204
New +$25K ﹤0.01% 2092