Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
2,035
+12
+0.6% +$1.83K 0.03% 178
2025
Q1
$297K Buy
2,023
+350
+21% +$51.4K 0.04% 185
2024
Q4
$216K Sell
1,673
-325
-16% -$42K 0.03% 205
2024
Q3
$273K Hold
1,998
0.03% 199
2024
Q2
$204K Buy
+1,998
New +$204K 0.03% 225
2022
Q3
Sell
-1,893
Closed -$206K 176
2022
Q2
$206K Hold
1,893
0.07% 153
2022
Q1
$237K Sell
1,893
-794
-30% -$99.4K 0.07% 145
2021
Q4
$401K Hold
2,687
0.12% 112
2021
Q3
$396K Hold
2,687
0.14% 102
2021
Q2
$447K Hold
2,687
0.16% 90
2021
Q1
$433K Buy
2,687
+119
+5% +$19.2K 0.17% 79
2020
Q4
$374K Buy
+2,568
New +$374K 0.19% 59