Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
647
+450
+228% +$211K 0.01% 234
2025
Q1
$91.7K Hold
197
﹤0.01% 332
2024
Q4
$82.5K Hold
197
﹤0.01% 367
2024
Q3
$93.9K Hold
197
﹤0.01% 362
2024
Q2
$86.4K Buy
197
+16
+9% +$7.02K ﹤0.01% 369
2024
Q1
$84K Hold
181
﹤0.01% 380
2023
Q4
$74.3K Sell
181
-18
-9% -$7.39K ﹤0.01% 372
2023
Q3
$74.1K Hold
199
﹤0.01% 344
2023
Q2
$75.8K Buy
+199
New +$75.8K ﹤0.01% 363
2022
Q4
Sell
-186
Closed -$50K 976
2022
Q3
$50K Buy
186
+1
+0.5% +$269 ﹤0.01% 388
2022
Q2
$54K Sell
185
-10
-5% -$2.92K ﹤0.01% 392
2022
Q1
$62K Buy
195
+10
+5% +$3.18K ﹤0.01% 393
2021
Q4
$64K Buy
185
+9
+5% +$3.11K ﹤0.01% 401
2021
Q3
$51K Buy
176
+9
+5% +$2.61K ﹤0.01% 514
2021
Q2
$48K Buy
167
+7
+4% +$2.01K ﹤0.01% 531
2021
Q1
$45K Hold
160
﹤0.01% 522
2020
Q4
$42K Sell
160
-18
-10% -$4.73K ﹤0.01% 524
2020
Q3
$42K Hold
178
﹤0.01% 477
2020
Q2
$37K Sell
178
-53
-23% -$11K ﹤0.01% 440
2020
Q1
$40K Buy
+231
New +$40K ﹤0.01% 421