Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$56.7K Hold
1,960
0.04% 125
2025
Q1
$55.4K Hold
1,960
0.04% 121
2024
Q4
$44.6K Sell
1,960
-1,500
-43% -$34.2K 0.03% 131
2024
Q3
$76.1K Hold
3,460
0.05% 122
2024
Q2
$66.1K Hold
3,460
0.05% 128
2024
Q1
$60.9K Buy
3,460
+1,135
+49% +$20K 0.04% 141
2023
Q4
$39K Sell
2,325
-1,800
-44% -$30.2K 0.03% 157
2023
Q3
$62K Buy
4,125
+2,645
+179% +$39.7K 0.05% 134
2023
Q2
$24K Buy
1,480
+600
+68% +$9.73K 0.02% 163
2023
Q1
$17K Buy
+880
New +$17K 0.01% 167
2022
Q1
Hold
0
213
2021
Q4
Sell
-7,944
Closed -$162K 199
2021
Q3
$162K Hold
7,944
0.1% 89
2021
Q2
$173K Hold
7,944
0.1% 88
2021
Q1
$182K Buy
7,944
+5,971
+303% +$137K 0.12% 95
2020
Q4
$43K Buy
+1,973
New +$43K 0.03% 159