Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Sell
10,167
-1
-0% -$11 0.01% 176
2025
Q1
$102K Sell
10,168
-1,301
-11% -$13K 0.01% 158
2024
Q4
$114K Hold
11,469
0.01% 163
2024
Q3
$121K Sell
11,469
-2,840
-20% -$30K 0.01% 164
2024
Q2
$179K Hold
14,309
0.01% 158
2024
Q1
$190K Hold
14,309
0.01% 164
2023
Q4
$174K Buy
14,309
+506
+4% +$6.17K 0.01% 151
2023
Q3
$171K Buy
13,803
+1
+0% +$12 0.01% 146
2023
Q2
$209K Sell
13,802
-232
-2% -$3.51K 0.02% 143
2023
Q1
$177K Hold
14,034
0.02% 145
2022
Q4
$163K Buy
14,034
+748
+6% +$8.7K 0.02% 137
2022
Q3
$149K Hold
13,286
0.02% 131
2022
Q2
$148K Hold
13,286
0.02% 133
2022
Q1
$225K Buy
13,286
+232
+2% +$3.93K 0.02% 113
2021
Q4
$271K Hold
13,054
0.03% 102
2021
Q3
$185K Sell
13,054
-300
-2% -$4.25K 0.02% 117
2021
Q2
$198K Sell
13,354
-585
-4% -$8.67K 0.02% 115
2021
Q1
$171K Sell
13,939
-700
-5% -$8.59K 0.02% 109
2020
Q4
$129K Buy
+14,639
New +$129K 0.02% 108