Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Hold
2,065
0.02% 163
2025
Q1
$343K Buy
2,065
+91
+5% +$15.1K 0.01% 175
2024
Q4
$390K Buy
1,974
+91
+5% +$18K 0.01% 166
2024
Q3
$327K Buy
1,883
+598
+47% +$104K 0.01% 177
2024
Q2
$223K Buy
1,285
+1,000
+351% +$174K 0.01% 191
2024
Q1
$38.8K Hold
285
﹤0.01% 327
2023
Q4
$29.6K Hold
285
﹤0.01% 343
2023
Q3
$24.8K Hold
285
﹤0.01% 309
2023
Q2
$28.8K Hold
285
﹤0.01% 303
2023
Q1
$26.5K Sell
285
-200
-41% -$18.6K ﹤0.01% 329
2022
Q4
$36.1K Hold
485
﹤0.01% 298
2022
Q3
$33K Hold
485
﹤0.01% 291
2022
Q2
$40K Hold
485
﹤0.01% 283
2022
Q1
$51K Hold
485
﹤0.01% 276
2021
Q4
$58K Hold
485
﹤0.01% 298
2021
Q3
$54K Hold
485
﹤0.01% 300
2021
Q2
$58K Buy
485
+325
+203% +$38.9K ﹤0.01% 266
2021
Q1
$19K Hold
160
﹤0.01% 333
2020
Q4
$17K Hold
160
﹤0.01% 325
2020
Q3
$13K Hold
160
﹤0.01% 326
2020
Q2
$9K Buy
+160
New +$9K ﹤0.01% 338