Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.4K Hold
114,424
﹤0.01% 1609
2025
Q1
$75.2K Sell
114,424
-272
-0.2% -$179 ﹤0.01% 1358
2024
Q4
$153K Sell
114,696
-81,889
-42% -$109K ﹤0.01% 998
2024
Q3
$346K Buy
196,585
+900
+0.5% +$1.58K 0.01% 646
2024
Q2
$325K Hold
195,685
0.01% 634
2024
Q1
$483K Sell
195,685
-50
-0% -$124 0.01% 510
2023
Q4
$450K Sell
195,735
-6,673
-3% -$15.3K 0.01% 502
2023
Q3
$484K Buy
202,408
+6,452
+3% +$15.4K 0.01% 455
2023
Q2
$306K Buy
195,956
+103
+0.1% +$161 0.01% 605
2023
Q1
$496K Hold
195,853
0.01% 441
2022
Q4
$527K Sell
195,853
-50
-0% -$135 0.02% 399
2022
Q3
$539K Buy
195,903
+194,908
+19,589% +$536K 0.02% 350
2022
Q2
$3K Sell
995
-1,558
-61% -$4.7K ﹤0.01% 2658
2022
Q1
$20K Buy
2,553
+838
+49% +$6.57K ﹤0.01% 1833
2021
Q4
$12K Buy
1,715
+445
+35% +$3.11K ﹤0.01% 2044
2021
Q3
$14K Buy
1,270
+400
+46% +$4.41K ﹤0.01% 1916
2021
Q2
$16K Buy
870
+270
+45% +$4.97K ﹤0.01% 1812
2021
Q1
$14K Buy
600
+300
+100% +$7K ﹤0.01% 1714
2020
Q4
$2K Hold
300
﹤0.01% 2309
2020
Q3
$1K Hold
300
﹤0.01% 2490
2020
Q2
$2K Sell
300
-350
-54% -$2.33K ﹤0.01% 2183
2020
Q1
$4K Buy
650
+200
+44% +$1.23K ﹤0.01% 1756
2019
Q4
$8K Hold
450
﹤0.01% 1533
2019
Q3
$11K Buy
450
+100
+29% +$2.44K ﹤0.01% 1418
2019
Q2
$16K Buy
350
+150
+75% +$6.86K ﹤0.01% 1275
2019
Q1
$13K Buy
200
+89
+80% +$5.79K ﹤0.01% 1332
2018
Q4
$8K Hold
111
﹤0.01% 1424
2018
Q3
$16K Buy
+111
New +$16K ﹤0.01% 1247