Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72K Hold
3,194
0.04% 138
2025
Q1
$73K Hold
3,194
0.04% 106
2024
Q4
$64K Sell
3,194
-201
-6% -$4.03K 0.03% 110
2024
Q3
$80K Hold
3,395
0.04% 111
2024
Q2
$105K Sell
3,395
-172
-5% -$5.32K 0.05% 97
2024
Q1
$158K Hold
3,567
0.08% 82
2023
Q4
$179K Hold
3,567
0.09% 62
2023
Q3
$127K Sell
3,567
-404
-10% -$14.4K 0.08% 72
2023
Q2
$133K Hold
3,971
0.09% 55
2023
Q1
$130K Sell
3,971
-2,238
-36% -$73.3K 0.08% 58
2022
Q4
$164K Buy
+6,209
New +$164K 0.09% 65
2020
Q3
$668K Buy
12,903
+461
+4% +$23.9K 0.95% 23
2020
Q2
$744K Sell
12,442
-1,807
-13% -$108K 0.8% 18
2020
Q1
$771K Sell
14,249
-5,623
-28% -$304K 1.19% 13
2019
Q4
$1.19M Buy
+19,872
New +$1.19M 1.12% 12