Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Sell
5,865
-145
-2% -$13.5K 0.02% 184
2025
Q1
$438K Sell
6,010
-160
-3% -$11.7K 0.02% 184
2024
Q4
$372K Buy
6,170
+60
+1% +$3.62K 0.01% 197
2024
Q3
$459K Sell
6,110
-130
-2% -$9.77K 0.02% 187
2024
Q2
$454K Hold
6,240
0.02% 183
2024
Q1
$480K Hold
6,240
0.02% 180
2023
Q4
$384K Hold
6,240
0.02% 188
2023
Q3
$287K Sell
6,240
-210
-3% -$9.66K 0.01% 182
2023
Q2
$278K Sell
6,450
-360
-5% -$15.5K 0.01% 189
2023
Q1
$216K Buy
6,810
+4,760
+232% +$151K 0.01% 190
2022
Q4
$50.7K Hold
2,050
﹤0.01% 282
2022
Q3
$54K Sell
2,050
-860
-30% -$22.7K ﹤0.01% 268
2022
Q2
$60K Buy
2,910
+200
+7% +$4.12K ﹤0.01% 264
2022
Q1
$97K Buy
2,710
+1,610
+146% +$57.6K ﹤0.01% 251
2021
Q4
$46K Buy
1,100
+650
+144% +$27.2K ﹤0.01% 272
2021
Q3
$20K Hold
450
﹤0.01% 323
2021
Q2
$23K Buy
450
+430
+2,150% +$22K ﹤0.01% 291
2021
Q1
$1K Buy
+20
New +$1K ﹤0.01% 391