Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Buy
6,800
+5
+0.1% +$104 0.01% 857
2025
Q1
$120K Buy
6,795
+404
+6% +$7.16K ﹤0.01% 971
2024
Q4
$99.2K Buy
6,391
+17
+0.3% +$264 ﹤0.01% 1036
2024
Q3
$98K Buy
6,374
+3
+0% +$46 ﹤0.01% 918
2024
Q2
$87.1K Buy
6,371
+15
+0.2% +$205 ﹤0.01% 936
2024
Q1
$89.1K Hold
6,356
﹤0.01% 1019
2023
Q4
$80.4K Hold
6,356
﹤0.01% 1057
2023
Q3
$81.5K Sell
6,356
-763
-11% -$9.78K ﹤0.01% 1011
2023
Q2
$80.4K Sell
7,119
-2,096
-23% -$23.7K ﹤0.01% 1037
2023
Q1
$105K Buy
9,215
+1,574
+21% +$17.8K ﹤0.01% 953
2022
Q4
$103K Sell
7,641
-2,701
-26% -$36.4K 0.01% 730
2022
Q3
$126K Hold
10,342
0.01% 637
2022
Q2
$144K Sell
10,342
-1,989
-16% -$27.7K 0.01% 886
2022
Q1
$177K Hold
12,331
﹤0.01% 941
2021
Q4
$155K Hold
12,331
﹤0.01% 1212
2021
Q3
$168K Hold
12,331
﹤0.01% 990
2021
Q2
$172K Hold
12,331
﹤0.01% 988
2021
Q1
$153K Buy
+12,331
New +$153K ﹤0.01% 1183