Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
902
+200
+28% +$45.5K 0.08% 142
2025
Q1
$171K Buy
702
+200
+40% +$48.8K 0.07% 153
2024
Q4
$141K Hold
502
0.06% 145
2024
Q3
$137K Hold
502
0.06% 151
2024
Q2
$151K Hold
502
0.07% 134
2024
Q1
$145K Sell
502
-350
-41% -$101K 0.07% 138
2023
Q4
$216K Sell
852
-150
-15% -$37.9K 0.12% 107
2023
Q3
$265K Hold
1,002
0.15% 92
2023
Q2
$248K Sell
1,002
-187
-16% -$46.4K 0.14% 95
2023
Q1
$272K Sell
1,189
-744
-38% -$170K 0.16% 100
2022
Q4
$335K Buy
1,933
+324
+20% +$56.1K 0.2% 86
2022
Q3
$239K Buy
1,609
+686
+74% +$102K 0.16% 97
2022
Q2
$209K Buy
923
+470
+104% +$106K 0.14% 100
2022
Q1
$105K Hold
453
0.06% 144
2021
Q4
$117K Hold
453
0.07% 137
2021
Q3
$99K Buy
453
+1
+0.2% +$219 0.06% 138
2021
Q2
$135K Hold
452
0.1% 115
2021
Q1
$128K Buy
452
+68
+18% +$19.3K 0.1% 113
2020
Q4
$100K Buy
+384
New +$100K 0.09% 113