Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.5K Buy
1,288
+166
+15% +$10.6K ﹤0.01% 1320
2025
Q1
$58.1K Buy
1,122
+185
+20% +$9.58K ﹤0.01% 1485
2024
Q4
$49.5K Buy
937
+93
+11% +$4.92K ﹤0.01% 1582
2024
Q3
$35.6K Sell
844
-3
-0.4% -$127 ﹤0.01% 1757
2024
Q2
$49.8K Sell
847
-360
-30% -$21.2K ﹤0.01% 1511
2024
Q1
$74.6K Buy
1,207
+284
+31% +$17.6K ﹤0.01% 1346
2023
Q4
$63K Sell
923
-11
-1% -$751 ﹤0.01% 1353
2023
Q3
$52.1K Buy
934
+132
+16% +$7.36K ﹤0.01% 1368
2023
Q2
$51.5K Buy
802
+47
+6% +$3.02K ﹤0.01% 1410
2023
Q1
$38.7K Sell
755
-182
-19% -$9.33K ﹤0.01% 1516
2022
Q4
$33.6K Buy
937
+353
+60% +$12.6K ﹤0.01% 1555
2022
Q3
$15K Buy
584
+88
+18% +$2.26K ﹤0.01% 1885
2022
Q2
$11K Buy
496
+188
+61% +$4.17K ﹤0.01% 2077
2022
Q1
$10K Buy
308
+145
+89% +$4.71K ﹤0.01% 2159
2021
Q4
$5K Hold
163
﹤0.01% 2417
2021
Q3
$4K Hold
163
﹤0.01% 2452
2021
Q2
$4K Hold
163
﹤0.01% 2365
2021
Q1
$3K Hold
163
﹤0.01% 2368
2020
Q4
$3K Buy
+163
New +$3K ﹤0.01% 2162
2020
Q3
Sell
-100
Closed -$2K 2713
2020
Q2
$2K Buy
+100
New +$2K ﹤0.01% 2163