Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Buy
1,506
+319
+27% +$100K 0.01% 723
2025
Q1
$312K Hold
1,187
0.01% 828
2024
Q4
$310K Sell
1,187
-416
-26% -$109K 0.01% 855
2024
Q3
$373K Hold
1,603
0.01% 800
2024
Q2
$323K Hold
1,603
0.01% 807
2024
Q1
$275K Sell
1,603
-15
-0.9% -$2.57K 0.01% 855
2023
Q4
$351K Sell
1,618
-19
-1% -$4.12K 0.01% 780
2023
Q3
$261K Hold
1,637
0.01% 884
2023
Q2
$472K Hold
1,637
0.02% 620
2023
Q1
$522K Sell
1,637
-9
-0.5% -$2.87K 0.02% 627
2022
Q4
$485K Buy
1,646
+12
+0.7% +$3.54K 0.02% 667
2022
Q3
$375K Buy
1,634
+23
+1% +$5.28K 0.01% 749
2022
Q2
$351K Buy
1,611
+245
+18% +$53.4K 0.01% 774
2022
Q1
$364K Buy
1,366
+241
+21% +$64.2K 0.01% 755
2021
Q4
$299K Sell
1,125
-130
-10% -$34.6K 0.01% 755
2021
Q3
$357K Sell
1,255
-129
-9% -$36.7K 0.01% 680
2021
Q2
$380K Buy
1,384
+1,109
+403% +$304K 0.01% 696
2021
Q1
$72K Hold
275
﹤0.01% 986
2020
Q4
$70K Hold
275
﹤0.01% 898
2020
Q3
$65K Hold
275
﹤0.01% 823
2020
Q2
$53K Buy
+275
New +$53K ﹤0.01% 770