Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Sell
483
-15
-3% -$12K 0.02% 499
2025
Q1
$330K Buy
498
+416
+507% +$276K 0.02% 497
2024
Q4
$57.1K Buy
82
+41
+100% +$28.5K ﹤0.01% 860
2024
Q3
$34.5K Buy
41
+12
+41% +$10.1K ﹤0.01% 1014
2024
Q2
$30K Sell
29
-19
-40% -$19.7K ﹤0.01% 939
2024
Q1
$46.9K Buy
48
+22
+85% +$21.5K ﹤0.01% 704
2023
Q4
$20K Sell
26
-8
-24% -$6.14K ﹤0.01% 856
2023
Q3
$20.2K Buy
34
+1
+3% +$595 ﹤0.01% 810
2023
Q2
$24.2K Sell
33
-129
-80% -$94.4K ﹤0.01% 691
2023
Q1
$110K Buy
162
+98
+153% +$66.8K 0.01% 416
2022
Q4
$35.1K Hold
64
﹤0.01% 587
2022
Q3
$27K Hold
64
﹤0.01% 559
2022
Q2
$31K Buy
64
+8
+14% +$3.88K 0.01% 462
2022
Q1
$37K Hold
56
0.01% 423
2021
Q4
$45K Buy
56
+14
+33% +$11.3K 0.01% 396
2021
Q3
$31K Buy
42
+8
+24% +$5.91K 0.01% 372
2021
Q2
$24K Buy
34
+15
+79% +$10.6K 0.01% 398
2021
Q1
$12K Buy
19
+17
+850% +$10.7K ﹤0.01% 499
2020
Q4
$1K Hold
2
﹤0.01% 668
2020
Q3
$1K Buy
+2
New +$1K ﹤0.01% 630