Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Buy
2,249
+1
+0% +$75 0.01% 220
2025
Q1
$141K Sell
2,248
-82
-4% -$5.16K 0.01% 228
2024
Q4
$133K Hold
2,330
﹤0.01% 234
2024
Q3
$137K Sell
2,330
-398
-15% -$23.4K ﹤0.01% 231
2024
Q2
$147K Hold
2,728
0.01% 227
2024
Q1
$157K Hold
2,728
0.01% 210
2023
Q4
$131K Hold
2,728
﹤0.01% 221
2023
Q3
$140K Hold
2,728
0.01% 200
2023
Q2
$156K Buy
2,728
+53
+2% +$3.04K 0.01% 197
2023
Q1
$161K Buy
2,675
+2,154
+413% +$130K 0.01% 203
2022
Q4
$30.6K Hold
521
﹤0.01% 304
2022
Q3
$30K Hold
521
﹤0.01% 293
2022
Q2
$28K Hold
521
﹤0.01% 301
2022
Q1
$30K Sell
521
-41
-7% -$2.36K ﹤0.01% 303
2021
Q4
$27K Sell
562
-147
-21% -$7.06K ﹤0.01% 340
2021
Q3
$30K Buy
709
+41
+6% +$1.74K ﹤0.01% 341
2021
Q2
$30K Hold
668
﹤0.01% 304
2021
Q1
$31K Hold
668
﹤0.01% 296
2020
Q4
$26K Sell
668
-108
-14% -$4.2K ﹤0.01% 291
2020
Q3
$22K Hold
776
﹤0.01% 289
2020
Q2
$21K Buy
+776
New +$21K ﹤0.01% 290