Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Hold
1,660
0.07% 97
2025
Q1
$102K Hold
1,660
0.07% 96
2024
Q4
$98.3K Sell
1,660
-500
-23% -$29.6K 0.07% 98
2024
Q3
$115K Buy
2,160
+225
+12% +$12K 0.08% 98
2024
Q2
$91.9K Buy
1,935
+80
+4% +$3.8K 0.07% 105
2024
Q1
$92.6K Buy
1,855
+1,325
+250% +$66.1K 0.06% 110
2023
Q4
$26.8K Hold
530
0.02% 169
2023
Q3
$28.5K Hold
530
0.02% 163
2023
Q2
$27K Hold
530
0.02% 160
2023
Q1
$28K Hold
530
0.02% 153
2022
Q4
$25K Hold
530
0.02% 162
2022
Q3
$21K Hold
530
0.02% 161
2022
Q2
$23K Hold
530
0.02% 166
2022
Q1
$30K Hold
530
0.02% 165
2021
Q4
$34K Hold
530
0.02% 161
2021
Q3
$29K Hold
530
0.02% 156
2021
Q2
$28K Sell
530
-1,163
-69% -$61.4K 0.02% 160
2021
Q1
$88K Buy
1,693
+100
+6% +$5.2K 0.06% 119
2020
Q4
$71K Buy
+1,593
New +$71K 0.05% 124