Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.8K Hold
1,750
﹤0.01% 1292
2025
Q1
$40.2K Hold
1,750
﹤0.01% 1357
2024
Q4
$40.6K Hold
1,750
﹤0.01% 1354
2024
Q3
$60.9K Sell
1,750
-607
-26% -$21.1K ﹤0.01% 1070
2024
Q2
$76.3K Sell
2,357
-606
-20% -$19.6K ﹤0.01% 977
2024
Q1
$101K Sell
2,963
-95
-3% -$3.23K ﹤0.01% 986
2023
Q4
$127K Hold
3,058
﹤0.01% 929
2023
Q3
$117K Hold
3,058
﹤0.01% 899
2023
Q2
$139K Sell
3,058
-205
-6% -$9.35K 0.01% 849
2023
Q1
$146K Buy
3,263
+455
+16% +$20.4K 0.01% 830
2022
Q4
$123K Hold
2,808
0.01% 674
2022
Q3
$118K Buy
2,808
+149
+6% +$6.26K 0.01% 656
2022
Q2
$131K Sell
2,659
-377
-12% -$18.6K 0.01% 930
2022
Q1
$168K Sell
3,036
-179
-6% -$9.91K ﹤0.01% 959
2021
Q4
$167K Sell
3,215
-352
-10% -$18.3K ﹤0.01% 1170
2021
Q3
$179K Hold
3,567
﹤0.01% 964
2021
Q2
$176K Sell
3,567
-179
-5% -$8.83K ﹤0.01% 974
2021
Q1
$169K Buy
+3,746
New +$169K ﹤0.01% 1140