Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69K Hold
227
0.01% 438
2025
Q1
$60.9K Hold
227
0.01% 443
2024
Q4
$55.9K Hold
227
0.01% 464
2024
Q3
$52K Sell
227
-53
-19% -$12.1K 0.01% 472
2024
Q2
$56.5K Hold
280
0.01% 445
2024
Q1
$54.6K Buy
280
+215
+331% +$41.9K 0.01% 422
2023
Q4
$10K Hold
65
﹤0.01% 734
2023
Q3
$8.41K Hold
65
﹤0.01% 761
2023
Q2
$8.89K Hold
65
﹤0.01% 768
2023
Q1
$8.23K Sell
65
-50
-43% -$6.33K ﹤0.01% 717
2022
Q4
$9.34K Hold
115
﹤0.01% 641
2022
Q3
$9K Hold
115
﹤0.01% 660
2022
Q2
$10K Hold
115
0.01% 639
2022
Q1
$13K Hold
115
0.01% 573
2021
Q4
$16K Buy
115
+50
+77% +$6.96K 0.01% 522
2021
Q3
$9K Hold
65
0.01% 608
2021
Q2
$9K Hold
65
0.01% 598
2021
Q1
$8K Buy
65
+12
+23% +$1.48K 0.01% 531
2020
Q4
$7K Buy
+53
New +$7K 0.01% 511
2020
Q2
Sell
-53
Closed -$6K 518
2020
Q1
$6K Buy
+53
New +$6K 0.01% 493