Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.9K Sell
2,184
-207
-9% -$5.39K 0.02% 409
2025
Q1
$60.7K Sell
2,391
-494
-17% -$12.5K 0.02% 387
2024
Q4
$61K Hold
2,885
0.02% 384
2024
Q3
$55.7K Buy
2,885
+815
+39% +$15.7K 0.01% 398
2024
Q2
$35.2K Hold
2,070
0.01% 456
2024
Q1
$35.5K Hold
2,070
0.01% 461
2023
Q4
$39.2K Buy
+2,070
New +$39.2K 0.01% 423
2022
Q4
Sell
-350
Closed -$4K 758
2022
Q3
$4K Hold
350
﹤0.01% 671
2022
Q2
$6K Hold
350
﹤0.01% 642
2022
Q1
$7K Sell
350
-270
-44% -$5.4K ﹤0.01% 641
2021
Q4
$16K Hold
620
0.01% 520
2021
Q3
$14K Sell
620
-315
-34% -$7.11K 0.01% 538
2021
Q2
$18K Hold
935
0.01% 510
2021
Q1
$20K Buy
+935
New +$20K 0.01% 498
2020
Q3
Sell
-305
Closed -$4K 706
2020
Q2
$4K Hold
305
﹤0.01% 614
2020
Q1
$4K Buy
+305
New +$4K ﹤0.01% 614
2019
Q2
Sell
-930
Closed -$8K 703
2019
Q1
$8K Hold
930
﹤0.01% 581
2018
Q4
$9K Buy
+930
New +$9K 0.01% 556