Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Buy
302
+5
+2% +$2.35K 0.04% 90
2025
Q1
$138K Buy
297
+25
+9% +$11.6K 0.05% 96
2024
Q4
$114K Buy
272
+22
+9% +$9.21K 0.03% 112
2024
Q3
$119K Hold
250
0.04% 100
2024
Q2
$110K Hold
250
0.04% 103
2024
Q1
$116K Hold
250
0.04% 98
2023
Q4
$103K Buy
250
+150
+150% +$61.6K 0.04% 93
2023
Q3
$37.2K Hold
100
0.01% 109
2023
Q2
$38.1K Hold
100
0.01% 116
2023
Q1
$35.5K Hold
100
0.01% 120
2022
Q4
$32.6K Hold
100
0.01% 118
2022
Q3
$27K Hold
100
0.01% 118
2022
Q2
$29K Hold
100
0.01% 119
2022
Q1
$32K Hold
100
0.01% 120
2021
Q4
$35K Hold
100
0.01% 128
2021
Q3
$29K Hold
100
0.01% 128
2021
Q2
$29K Hold
100
0.01% 133
2021
Q1
$28K Hold
100
0.01% 124
2020
Q4
$26K Buy
100
+43
+75% +$11.2K 0.01% 139
2020
Q3
$14K Buy
+57
New +$14K 0.01% 156
2019
Q1
Sell
-3,300
Closed -$515K 140
2018
Q4
$515K Buy
+3,300
New +$515K 0.51% 40