Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
2,327
-40
-2% -$5.82K 0.03% 179
2025
Q1
$414K Buy
2,367
+40
+2% +$7K 0.03% 160
2024
Q4
$488K Hold
2,327
0.04% 149
2024
Q3
$669K Hold
2,327
0.06% 122
2024
Q2
$729K Hold
2,327
0.07% 113
2024
Q1
$782K Buy
2,327
+1,030
+79% +$346K 0.07% 121
2023
Q4
$367K Hold
1,297
0.03% 226
2023
Q3
$319K Buy
1,297
+99
+8% +$24.4K 0.03% 235
2023
Q2
$300K Hold
1,198
0.03% 197
2023
Q1
$233K Hold
1,198
0.03% 214
2022
Q4
$233K Hold
1,198
0.03% 210
2022
Q3
$220K Hold
1,198
0.03% 210
2022
Q2
$260K Hold
1,198
0.03% 204
2022
Q1
$291K Buy
+1,198
New +$291K 0.03% 207