Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.1K Hold
15,091
0.02% 222
2025
Q1
$59.2K Hold
15,091
0.02% 212
2024
Q4
$80.1K Sell
15,091
-6,528
-30% -$34.7K 0.03% 205
2024
Q3
$153K Sell
21,619
-21,512
-50% -$153K 0.05% 206
2024
Q2
$47.4K Hold
43,131
0.02% 202
2024
Q1
$67.3K Hold
43,131
0.02% 203
2023
Q4
$78.9K Buy
43,131
+10
+0% +$18 0.03% 187
2023
Q3
$61.2K Hold
43,121
0.03% 178
2023
Q2
$97.5K Buy
43,121
+5,000
+13% +$11.3K 0.04% 179
2023
Q1
$101K Buy
+38,121
New +$101K 0.05% 174
2022
Q4
Sell
-26,669
Closed -$194K 175
2022
Q3
$194K Buy
+26,669
New +$194K 0.1% 165