Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49K Hold
473
﹤0.01% 269
2025
Q1
$52.6K Hold
473
0.01% 241
2024
Q4
$48.9K Hold
473
0.01% 248
2024
Q3
$52.9K Hold
473
0.01% 253
2024
Q2
$42.2K Sell
473
-3,409
-88% -$304K ﹤0.01% 276
2024
Q1
$333K Sell
3,882
-208
-5% -$17.9K 0.03% 147
2023
Q4
$314K Hold
4,090
0.03% 140
2023
Q3
$314K Sell
4,090
-69
-2% -$5.3K 0.03% 140
2023
Q2
$290K Sell
4,159
-29
-0.7% -$2.02K 0.03% 149
2023
Q1
$270K Sell
4,188
-76
-2% -$4.9K 0.03% 147
2022
Q4
$307K Hold
4,264
0.04% 134
2022
Q3
$240K Sell
4,264
-249
-6% -$14K 0.04% 130
2022
Q2
$250K Sell
4,513
-22
-0.5% -$1.22K 0.04% 116
2022
Q1
$292K Sell
4,535
-75
-2% -$4.83K 0.04% 96
2021
Q4
$269K Buy
+4,610
New +$269K 0.04% 95
2020
Q2
Sell
-2,274
Closed -$78K 68
2020
Q1
$78K Sell
2,274
-1
-0% -$34 0.02% 74
2019
Q4
$120K Sell
2,275
-44
-2% -$2.32K 0.02% 67
2019
Q3
$121K Hold
2,319
0.02% 59
2019
Q2
$127K Buy
2,319
+75
+3% +$4.11K 0.03% 57
2019
Q1
$112K Hold
2,244
0.02% 57
2018
Q4
$102K Buy
+2,244
New +$102K 0.02% 59