Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.6K Sell
813
-47
-5% -$3.16K ﹤0.01% 493
2025
Q1
$67K Sell
860
-557
-39% -$43.4K ﹤0.01% 486
2024
Q4
$116K Hold
1,417
0.01% 300
2024
Q3
$110K Hold
1,417
0.01% 297
2024
Q2
$104K Hold
1,417
0.01% 305
2024
Q1
$123K Hold
1,417
0.01% 281
2023
Q4
$109K Hold
1,417
0.01% 279
2023
Q3
$100K Hold
1,417
0.01% 280
2023
Q2
$119K Sell
1,417
-330
-19% -$27.6K 0.01% 279
2023
Q1
$112K Hold
1,747
0.01% 296
2022
Q4
$106K Sell
1,747
-166
-9% -$10.1K 0.01% 320
2022
Q3
$127K Hold
1,913
0.01% 293
2022
Q2
$173K Hold
1,913
0.02% 265
2022
Q1
$185K Sell
1,913
-360
-16% -$34.8K 0.01% 277
2021
Q4
$296K Sell
2,273
-144
-6% -$18.8K 0.02% 236
2021
Q3
$310K Hold
2,417
0.03% 226
2021
Q2
$312K Hold
2,417
0.03% 222
2021
Q1
$321K Hold
2,417
0.03% 214
2020
Q4
$227K Buy
2,417
+100
+4% +$9.39K 0.02% 229
2020
Q3
$213K Buy
+2,317
New +$213K 0.02% 230
2019
Q2
Sell
-3,292
Closed -$230K 266
2019
Q1
$230K Buy
+3,292
New +$230K 0.02% 247