Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Buy
10,589
+4,273
+68% +$164K 0.06% 227
2025
Q1
$245K Buy
6,316
+6,228
+7,077% +$241K 0.04% 354
2024
Q4
$2.98K Buy
88
+22
+33% +$744 ﹤0.01% 1959
2024
Q3
$2.7K Buy
66
+42
+175% +$1.72K ﹤0.01% 1490
2024
Q2
$924 Hold
24
﹤0.01% 1690
2024
Q1
$1.03K Sell
24
-676
-97% -$29K ﹤0.01% 1533
2023
Q4
$25.9K Buy
700
+676
+2,817% +$25.1K 0.01% 403
2023
Q3
$870 Hold
24
﹤0.01% 1563
2023
Q2
$855 Hold
24
﹤0.01% 1658
2023
Q1
$854 Hold
24
﹤0.01% 1482
2022
Q4
$843 Hold
24
﹤0.01% 1335
2022
Q3
$1K Hold
24
﹤0.01% 1237
2022
Q2
$1K Buy
+24
New +$1K ﹤0.01% 1259
2021
Q3
Sell
-220
Closed -$11K 1515
2021
Q2
$11K Buy
+220
New +$11K ﹤0.01% 683
2020
Q4
Sell
-247
Closed -$11K 1416
2020
Q3
$11K Hold
247
﹤0.01% 624
2020
Q2
$12K Hold
247
0.01% 568
2020
Q1
$11K Buy
+247
New +$11K 0.01% 525
2018
Q1
Sell
-137
Closed -$6K 1550
2017
Q4
$6K Buy
+137
New +$6K ﹤0.01% 1065