Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
2,101
-641
-23% -$36.6K ﹤0.01% 1094
2025
Q1
$136K Buy
2,742
+64
+2% +$3.17K ﹤0.01% 1303
2024
Q4
$187K Buy
2,678
+864
+48% +$60.3K ﹤0.01% 1174
2024
Q3
$126K Hold
1,814
﹤0.01% 1140
2024
Q2
$107K Hold
1,814
﹤0.01% 1126
2024
Q1
$88K Hold
1,814
﹤0.01% 1192
2023
Q4
$63K Hold
1,814
﹤0.01% 1363
2023
Q3
$51K Sell
1,814
-1,949
-52% -$54.8K ﹤0.01% 1438
2023
Q2
$123K Hold
3,763
﹤0.01% 1110
2023
Q1
$94K Sell
3,763
-624
-14% -$15.6K ﹤0.01% 1224
2022
Q4
$83K Hold
4,387
﹤0.01% 1270
2022
Q3
$89K Hold
4,387
﹤0.01% 1233
2022
Q2
$76K Sell
4,387
-4,273
-49% -$74K ﹤0.01% 1323
2022
Q1
$194K Buy
8,660
+3,845
+80% +$86.1K ﹤0.01% 1053
2021
Q4
$145K Hold
4,815
﹤0.01% 1114
2021
Q3
$141K Buy
+4,815
New +$141K ﹤0.01% 1119