Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
2,537
+42
+2% +$3.43K 0.01% 286
2025
Q1
$248K Hold
2,495
0.01% 259
2024
Q4
$250K Hold
2,495
0.01% 256
2024
Q3
$227K Hold
2,495
0.01% 279
2024
Q2
$203K Sell
2,495
-462
-16% -$37.7K 0.01% 288
2024
Q1
$237K Hold
2,957
0.01% 265
2023
Q4
$208K Buy
+2,957
New +$208K 0.01% 276
2022
Q2
Sell
-3,045
Closed -$215K 287
2022
Q1
$215K Sell
3,045
-400
-12% -$28.2K 0.01% 267
2021
Q4
$202K Buy
+3,445
New +$202K 0.01% 291
2021
Q3
Sell
-4,083
Closed -$227K 306
2021
Q2
$227K Buy
+4,083
New +$227K 0.01% 281