Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$135K Buy
27,890
+7,000
+34% +$34K ﹤0.01% 5055
2025
Q1
$79.2K Buy
20,890
+4,976
+31% +$18.9K ﹤0.01% 4956
2024
Q4
$70K Buy
15,914
+1,100
+7% +$4.84K ﹤0.01% 4938
2024
Q3
$26.4K Hold
14,814
﹤0.01% 4955
2024
Q2
$24.7K Hold
14,814
﹤0.01% 4816
2024
Q1
$22.5K Hold
14,814
﹤0.01% 4763
2023
Q4
$15.1K Hold
14,814
﹤0.01% 4681
2023
Q3
$17.6K Sell
14,814
-626
-4% -$742 ﹤0.01% 4559
2023
Q2
$18.1K Sell
15,440
-500
-3% -$585 ﹤0.01% 4473
2023
Q1
$18.2K Sell
15,940
-123
-0.8% -$140 ﹤0.01% 4389
2022
Q4
$21K Sell
16,063
-47
-0.3% -$61 ﹤0.01% 4330
2022
Q3
$37K Buy
16,110
+47
+0.3% +$108 ﹤0.01% 4234
2022
Q2
$36K Hold
16,063
﹤0.01% 4243
2022
Q1
$42K Sell
16,063
-3,035
-16% -$7.94K ﹤0.01% 4050
2021
Q4
$60K Buy
19,098
+225
+1% +$707 ﹤0.01% 4200
2021
Q3
$76K Sell
18,873
-11,500
-38% -$46.3K ﹤0.01% 4157
2021
Q2
$170K Buy
30,373
+10,928
+56% +$61.2K ﹤0.01% 3928
2021
Q1
$163K Buy
+19,445
New +$163K ﹤0.01% 3800