Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
8,407
-4,972
-37% -$191K 0.05% 62
2025
Q1
$518K Hold
13,379
0.1% 38
2024
Q4
$452K Buy
+13,379
New +$452K 0.08% 50
2024
Q2
Sell
-19
Closed -$815 399
2024
Q1
$815 Hold
19
﹤0.01% 311
2023
Q4
$705 Sell
19
-3,400
-99% -$126K ﹤0.01% 320
2023
Q3
$124K Buy
3,419
+3,400
+17,895% +$123K 0.04% 95
2023
Q2
$678 Hold
19
﹤0.01% 317
2023
Q1
$677 Hold
19
﹤0.01% 319
2022
Q4
$668 Hold
19
﹤0.01% 272
2022
Q3
$1K Hold
19
﹤0.01% 275
2022
Q2
$1K Hold
19
﹤0.01% 253
2022
Q1
$1K Buy
+19
New +$1K ﹤0.01% 221
2020
Q3
Sell
-800
Closed -$41K 143
2020
Q2
$41K Hold
800
0.02% 70
2020
Q1
$38K Sell
800
-1,800
-69% -$85.5K 0.03% 56
2019
Q4
$153K Buy
+2,600
New +$153K 0.11% 59