Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83.9K Buy
10,513
+10
+0.1% +$80 ﹤0.01% 2480
2025
Q1
$99.4K Sell
10,503
-5
-0% -$47 ﹤0.01% 2291
2024
Q4
$108K Buy
10,508
+5
+0% +$51 ﹤0.01% 2251
2024
Q3
$145K Sell
10,503
-5,260
-33% -$72.6K ﹤0.01% 2079
2024
Q2
$220K Buy
15,763
+5,260
+50% +$73.3K ﹤0.01% 1869
2024
Q1
$115K Hold
10,503
﹤0.01% 2025
2023
Q4
$129K Hold
10,503
﹤0.01% 1861
2023
Q3
$83.4K Hold
10,503
﹤0.01% 1905
2023
Q2
$43.8K Hold
10,503
﹤0.01% 2125
2023
Q1
$41.6K Sell
10,503
-1,428
-12% -$5.66K ﹤0.01% 2075
2022
Q4
$53K Buy
11,931
+1,428
+14% +$6.35K ﹤0.01% 1692
2022
Q3
$45K Hold
10,503
﹤0.01% 1488
2022
Q2
$40K Hold
10,503
﹤0.01% 1518
2022
Q1
$31K Hold
10,503
﹤0.01% 1122
2021
Q4
$32K Sell
10,503
-661
-6% -$2.01K ﹤0.01% 1624
2021
Q3
$38K Hold
11,164
﹤0.01% 1121
2021
Q2
$38K Sell
11,164
-836
-7% -$2.85K ﹤0.01% 1125
2021
Q1
$37K Buy
+12,000
New +$37K ﹤0.01% 1020