Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Buy
7,676
+2,137
+39% +$7.8K ﹤0.01% 3041
2025
Q1
$14.7K Buy
5,539
+3,715
+204% +$9.88K ﹤0.01% 3293
2024
Q4
$7.39K Buy
1,824
+1,547
+558% +$6.27K ﹤0.01% 3524
2024
Q3
$1.15K Hold
277
﹤0.01% 3854
2024
Q2
$679 Sell
277
-1,102
-80% -$2.7K ﹤0.01% 3818
2024
Q1
$3.46K Buy
1,379
+1,100
+394% +$2.76K ﹤0.01% 3600
2023
Q4
$999 Sell
279
-1,026
-79% -$3.67K ﹤0.01% 3783
2023
Q3
$4.41K Hold
1,305
﹤0.01% 3461
2023
Q2
$5.22K Hold
1,305
﹤0.01% 3433
2023
Q1
$10.2K Sell
1,305
-200
-13% -$1.56K ﹤0.01% 3264
2022
Q4
$6.73K Buy
1,505
+95
+7% +$425 ﹤0.01% 3408
2022
Q3
$11K Sell
1,410
-3,000
-68% -$23.4K ﹤0.01% 3321
2022
Q2
$27K Hold
4,410
﹤0.01% 2879
2022
Q1
$57K Buy
4,410
+1,210
+38% +$15.6K ﹤0.01% 2548
2021
Q4
$32K Sell
3,200
-300
-9% -$3K ﹤0.01% 2849
2021
Q3
$29K Buy
3,500
+500
+17% +$4.14K ﹤0.01% 2916
2021
Q2
$45K Buy
+3,000
New +$45K ﹤0.01% 2714