Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Hold
19,275
﹤0.01% 958
2025
Q1
$103K Hold
19,275
﹤0.01% 930
2024
Q4
$85.2K Hold
19,275
﹤0.01% 976
2024
Q3
$83.8K Buy
19,275
+9,185
+91% +$39.9K ﹤0.01% 914
2024
Q2
$39.3K Sell
10,090
-672
-6% -$2.62K ﹤0.01% 1078
2024
Q1
$42.6K Buy
10,762
+672
+7% +$2.66K ﹤0.01% 1089
2023
Q4
$39.5K Buy
10,090
+4,725
+88% +$18.5K ﹤0.01% 994
2023
Q3
$25.5K Buy
5,365
+75
+1% +$357 ﹤0.01% 1058
2023
Q2
$28K Buy
5,290
+40
+0.8% +$212 ﹤0.01% 1060
2023
Q1
$32.4K Sell
5,250
-8,820
-63% -$54.4K ﹤0.01% 1005
2022
Q4
$76.3K Buy
14,070
+2,000
+17% +$10.9K ﹤0.01% 814
2022
Q3
$59.4K Sell
12,070
-2,760
-19% -$13.6K ﹤0.01% 875
2022
Q2
$74.4K Sell
14,830
-400
-3% -$2.01K ﹤0.01% 851
2022
Q1
$90.6K Buy
15,230
+400
+3% +$2.38K ﹤0.01% 864
2021
Q4
$99.3K Buy
+14,830
New +$99.3K ﹤0.01% 889