Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Hold
16,017
0.04% 180
2025
Q1
$140K Buy
+16,017
New +$140K 0.04% 174
2023
Q4
Sell
-19,966
Closed -$197K 164
2023
Q3
$197K Hold
19,966
0.07% 138
2023
Q2
$210K Hold
19,966
0.07% 139
2023
Q1
$186K Sell
19,966
-8,047
-29% -$75.1K 0.06% 141
2022
Q4
$312K Sell
28,013
-186
-0.7% -$2.07K 0.11% 123
2022
Q3
$240K Hold
28,199
0.09% 130
2022
Q2
$295K Sell
28,199
-8,900
-24% -$93.1K 0.12% 127
2022
Q1
$404K Sell
37,099
-16,200
-30% -$176K 0.15% 116
2021
Q4
$721K Buy
53,299
+2,550
+5% +$34.5K 0.26% 80
2021
Q3
$688K Sell
50,749
-74
-0.1% -$1K 0.28% 75
2021
Q2
$726K Hold
50,823
0.3% 77
2021
Q1
$710K Buy
50,823
+14,888
+41% +$208K 0.32% 74
2020
Q4
$673K Buy
+35,935
New +$673K 0.32% 74