Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$190K Buy
869
+26
+3% +$5.69K 0.01% 347
2025
Q1
$114K Buy
843
+105
+14% +$14.2K 0.01% 419
2024
Q4
$106K Hold
738
0.01% 434
2024
Q3
$89K Hold
738
﹤0.01% 473
2024
Q2
$81K Sell
738
-360
-33% -$39.5K ﹤0.01% 471
2024
Q1
$146K Buy
1,098
+18
+2% +$2.39K 0.01% 376
2023
Q4
$138K Hold
1,080
0.01% 370
2023
Q3
$137K Hold
1,080
0.01% 360
2023
Q2
$117K Hold
1,080
0.01% 397
2023
Q1
$95K Hold
1,080
0.01% 426
2022
Q4
$73K Sell
1,080
-118
-10% -$7.98K ﹤0.01% 455
2022
Q3
$69K Hold
1,198
0.01% 455
2022
Q2
$60K Sell
1,198
-85
-7% -$4.26K ﹤0.01% 508
2022
Q1
$79K Hold
1,283
0.01% 479
2021
Q4
$90K Sell
1,283
-76
-6% -$5.33K 0.01% 465
2021
Q3
$80K Sell
1,359
-42
-3% -$2.47K 0.01% 480
2021
Q2
$81K Buy
+1,401
New +$81K 0.01% 476
2020
Q1
Sell
-105
Closed -$4K 978
2019
Q4
$4K Hold
105
﹤0.01% 829
2019
Q3
$4K Hold
105
﹤0.01% 867
2019
Q2
$3K Hold
105
﹤0.01% 893
2019
Q1
$3K Hold
105
﹤0.01% 849
2018
Q4
$3K Hold
105
﹤0.01% 828
2018
Q3
$3K Hold
105
﹤0.01% 904
2018
Q2
$3K Hold
105
﹤0.01% 912
2018
Q1
$3K Hold
105
﹤0.01% 923
2017
Q4
$3K Buy
+105
New +$3K ﹤0.01% 967