Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13K Buy
1,445
+346
+31% +$3.1K ﹤0.01% 2229
2025
Q1
$9.58K Sell
1,099
-164
-13% -$1.43K ﹤0.01% 2364
2024
Q4
$10.5K Hold
1,263
﹤0.01% 2338
2024
Q3
$7.49K Hold
1,263
﹤0.01% 2441
2024
Q2
$6.64K Sell
1,263
-1,164
-48% -$6.12K ﹤0.01% 2410
2024
Q1
$13.2K Buy
2,427
+98
+4% +$533 ﹤0.01% 2195
2023
Q4
$17.1K Buy
2,329
+759
+48% +$5.57K ﹤0.01% 1990
2023
Q3
$12.9K Sell
1,570
-602
-28% -$4.95K ﹤0.01% 2065
2023
Q2
$22.9K Buy
2,172
+2,141
+6,906% +$22.5K ﹤0.01% 1815
2023
Q1
$492 Sell
31
-108
-78% -$1.71K ﹤0.01% 3098
2022
Q4
$2.61K Buy
139
+6
+5% +$113 ﹤0.01% 2718
2022
Q3
$3K Sell
133
-46
-26% -$1.04K ﹤0.01% 2591
2022
Q2
$3K Buy
+179
New +$3K ﹤0.01% 2575
2022
Q1
Sell
-152
Closed -$3K 3113
2021
Q4
$3K Sell
152
-49
-24% -$967 ﹤0.01% 2540
2021
Q3
$4K Buy
201
+48
+31% +$955 ﹤0.01% 2399
2021
Q2
$3K Buy
153
+55
+56% +$1.08K ﹤0.01% 2402
2021
Q1
$2K Hold
98
﹤0.01% 2418
2020
Q4
$1K Hold
98
﹤0.01% 2362
2020
Q3
$1K Buy
+98
New +$1K ﹤0.01% 2339