Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Buy
1,091
+7
+0.6% +$1.11K 0.13% 20
2025
Q1
$117K Buy
1,084
+24
+2% +$2.6K 0.1% 23
2024
Q4
$142K Buy
1,060
+155
+17% +$20.8K 0.11% 21
2024
Q3
$110K Buy
905
+8
+0.9% +$972 0.09% 19
2024
Q2
$111K Buy
897
+127
+16% +$15.7K 0.09% 19
2024
Q1
$69.6K Hold
770
0.06% 22
2023
Q4
$38.1K Sell
770
-10
-1% -$495 0.05% 29
2023
Q3
$33.9K Hold
780
0.06% 29
2023
Q2
$33K Hold
780
0.08% 26
2023
Q1
$21.7K Hold
780
0.09% 31
2022
Q4
$11.4K Buy
780
+660
+550% +$9.65K 0.02% 52
2022
Q3
$1K Hold
120
﹤0.01% 96
2022
Q2
$1K Sell
120
-1,280
-91% -$10.7K ﹤0.01% 95
2022
Q1
$38K Buy
1,400
+120
+9% +$3.26K 0.04% 25
2021
Q4
$37K Buy
+1,280
New +$37K 0.03% 38
2021
Q1
Sell
-1,280
Closed -$16K 109
2020
Q4
$16K Buy
+1,280
New +$16K 0.01% 80