Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
2,450
+2,000
+444% +$272K 0.27% 24
2025
Q1
$59.7K Hold
450
0.05% 62
2024
Q4
$50.9K Hold
450
0.04% 69
2024
Q3
$51.3K Hold
450
0.04% 73
2024
Q2
$46K Sell
450
-60
-12% -$6.13K 0.04% 68
2024
Q1
$60.5K Sell
510
-24
-4% -$2.85K 0.06% 57
2023
Q4
$55.7K Hold
534
0.05% 58
2023
Q3
$51.7K Hold
534
0.05% 62
2023
Q2
$58.2K Sell
534
-36
-6% -$3.93K 0.05% 63
2023
Q1
$58K Hold
570
0.07% 66
2022
Q4
$61K Hold
570
0.06% 69
2022
Q3
$55K Buy
570
+120
+27% +$11.6K 0.07% 68
2022
Q2
$49K Hold
450
0.06% 80
2022
Q1
$53K Sell
450
-100
-18% -$11.8K 0.05% 80
2021
Q4
$77K Buy
550
+50
+10% +$7K 0.08% 73
2021
Q3
$59K Hold
500
0.06% 78
2021
Q2
$58K Buy
500
+300
+150% +$34.8K 0.07% 80
2021
Q1
$24K Buy
+200
New +$24K 0.03% 84