Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
308
+47
+18% +$42.1K 0.02% 237
2025
Q1
$177K Hold
261
0.01% 301
2024
Q4
$164K Hold
261
0.01% 277
2024
Q3
$202K Sell
261
-61
-19% -$47.2K 0.01% 248
2024
Q2
$265K Buy
322
+307
+2,047% +$253K 0.02% 199
2024
Q1
$10.5K Hold
15
﹤0.01% 743
2023
Q4
$8.72K Hold
15
﹤0.01% 767
2023
Q3
$6.88K Hold
15
﹤0.01% 672
2023
Q2
$7.28K Sell
15
-3
-17% -$1.46K ﹤0.01% 654
2023
Q1
$7.19K Buy
18
+1
+6% +$399 ﹤0.01% 630
2022
Q4
$6.41K Hold
17
﹤0.01% 615
2022
Q3
$5K Buy
17
+10
+143% +$2.94K ﹤0.01% 590
2022
Q2
$2K Hold
7
﹤0.01% 721
2022
Q1
$3K Buy
7
+2
+40% +$857 ﹤0.01% 674
2021
Q4
$2K Hold
5
﹤0.01% 716
2021
Q3
$2K Hold
5
﹤0.01% 693
2021
Q2
$2K Hold
5
﹤0.01% 732
2021
Q1
$1.65K Hold
5
﹤0.01% 780
2020
Q4
$1K Hold
5
﹤0.01% 788
2020
Q3
$1K Buy
+5
New +$1K ﹤0.01% 750
2018
Q3
Sell
-3
Closed 777
2018
Q2
$0 Buy
+3
New ﹤0.01% 700