Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5K Sell
76
-1,003
-93% -$66K ﹤0.01% 316
2025
Q1
$68K Sell
1,079
-392
-27% -$24.7K 0.01% 175
2024
Q4
$111K Sell
1,471
-261
-15% -$19.7K 0.01% 155
2024
Q3
$153K Sell
1,732
-315
-15% -$27.8K 0.02% 133
2024
Q2
$154K Buy
2,047
+15
+0.7% +$1.13K 0.02% 138
2024
Q1
$191K Buy
2,032
+10
+0.5% +$940 0.02% 116
2023
Q4
$220K Hold
2,022
0.03% 106
2023
Q3
$193K Hold
2,022
0.03% 108
2023
Q2
$223K Hold
2,022
0.03% 107
2023
Q1
$247K Buy
2,022
+4
+0.2% +$489 0.03% 102
2022
Q4
$236K Hold
2,018
0.03% 101
2022
Q3
$168K Hold
2,018
0.03% 104
2022
Q2
$206K Hold
2,018
0.03% 102
2022
Q1
$272K Buy
2,018
+3
+0.1% +$404 0.04% 91
2021
Q4
$336K Hold
2,015
0.05% 78
2021
Q3
$293K Hold
2,015
0.04% 81
2021
Q2
$311K Sell
2,015
-198
-9% -$30.6K 0.05% 77
2021
Q1
$294K Sell
2,213
-248
-10% -$32.9K 0.05% 76
2020
Q4
$348K Hold
2,461
0.06% 67
2020
Q3
$309K Hold
2,461
0.06% 66
2020
Q2
$241K Hold
2,461
0.05% 65
2020
Q1
$204K Hold
2,461
0.05% 75
2019
Q4
$249K Hold
2,461
0.05% 76
2019
Q3
$231K Buy
+2,461
New +$231K 0.05% 78