Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Hold
200
0.1% 114
2025
Q1
$136K Hold
200
0.08% 128
2024
Q4
$126K Hold
200
0.07% 131
2024
Q3
$155K Hold
200
0.09% 127
2024
Q2
$165K Hold
200
0.1% 115
2024
Q1
$140K Hold
200
0.08% 129
2023
Q4
$116K Hold
200
0.07% 135
2023
Q3
$91.7K Hold
200
0.06% 142
2023
Q2
$91.7K Hold
200
0.06% 148
2023
Q1
$79.8K Hold
200
0.05% 167
2022
Q4
$75.4K Hold
200
0.05% 159
2022
Q3
$61K Sell
200
-450
-69% -$137K 0.04% 173
2022
Q2
$207K Buy
650
+300
+86% +$95.5K 0.14% 88
2022
Q1
$128K Buy
+350
New +$128K 0.08% 124