Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.9K Buy
4,126
+965
+31% +$19.4K 0.01% 300
2025
Q1
$76.6K Sell
3,161
-300
-9% -$7.27K 0.01% 299
2024
Q4
$117K Hold
3,461
0.02% 245
2024
Q3
$166K Buy
3,461
+200
+6% +$9.6K 0.02% 196
2024
Q2
$154K Buy
3,261
+2,466
+310% +$116K 0.02% 203
2024
Q1
$46.7K Hold
795
0.01% 307
2023
Q4
$42.9K Hold
795
0.01% 310
2023
Q3
$39.7K Hold
795
0.01% 307
2023
Q2
$40.9K Hold
795
0.01% 310
2023
Q1
$44.1K Sell
795
-50
-6% -$2.78K 0.01% 294
2022
Q4
$44.7K Hold
845
0.01% 258
2022
Q3
$36K Hold
845
0.01% 274
2022
Q2
$39K Sell
845
-3,765
-82% -$174K 0.01% 314
2022
Q1
$241K Hold
4,610
0.06% 134
2021
Q4
$265K Hold
4,610
0.06% 118
2021
Q3
$222K Buy
4,610
+795
+21% +$38.3K 0.06% 120
2021
Q2
$176K Hold
3,815
0.05% 149
2021
Q1
$145K Hold
3,815
0.04% 152
2020
Q4
$94K Hold
3,815
0.03% 180
2020
Q3
$47K Hold
3,815
0.02% 231
2020
Q2
$44K Buy
3,815
+1,760
+86% +$20.3K 0.02% 239
2020
Q1
$24K Buy
+2,055
New +$24K 0.01% 280