Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
1,319
+219
+20% +$33.3K 0.16% 41
2025
Q1
$162K Hold
1,100
0.14% 34
2024
Q4
$142K Buy
+1,100
New +$142K 0.12% 36
2024
Q2
Sell
-774
Closed -$59.6K 153
2024
Q1
$59.6K Hold
774
0.05% 60
2023
Q4
$64.1K Hold
774
0.06% 54
2023
Q3
$60.6K Hold
774
0.06% 57
2023
Q2
$64.8K Sell
774
-2,990
-79% -$250K 0.06% 59
2023
Q1
$339K Hold
3,764
0.38% 30
2022
Q4
$396K Hold
3,764
0.42% 30
2022
Q3
$348K Sell
3,764
-1,033
-22% -$95.5K 0.41% 31
2022
Q2
$519K Buy
4,797
+4,023
+520% +$435K 0.58% 25
2022
Q1
$97K Sell
774
-3,960
-84% -$496K 0.1% 58
2021
Q4
$703K Sell
4,734
-234
-5% -$34.7K 0.7% 25
2021
Q3
$728K Hold
4,968
0.79% 23
2021
Q2
$825K Buy
4,968
+5
+0.1% +$830 0.93% 23
2021
Q1
$799K Buy
+4,963
New +$799K 0.99% 23