Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82K Buy
2,772
+15
+0.5% +$444 0.02% 161
2025
Q1
$81K Hold
2,757
0.02% 144
2024
Q4
$81K Buy
2,757
+9
+0.3% +$264 0.02% 144
2024
Q3
$86K Sell
2,748
-343
-11% -$10.7K 0.02% 130
2024
Q2
$111K Buy
3,091
+6
+0.2% +$215 0.03% 108
2024
Q1
$117K Hold
3,085
0.03% 102
2023
Q4
$109K Buy
3,085
+6
+0.2% +$212 0.03% 106
2023
Q3
$119K Buy
3,079
+5
+0.2% +$193 0.03% 90
2023
Q2
$108K Buy
3,074
+10
+0.3% +$351 0.03% 109
2023
Q1
$107K Buy
3,064
+84
+3% +$2.93K 0.03% 98
2022
Q4
$85K Hold
2,980
0.03% 112
2022
Q3
$85K Buy
2,980
+5
+0.2% +$143 0.03% 112
2022
Q2
$84K Buy
2,975
+73
+3% +$2.06K 0.03% 101
2022
Q1
$85K Buy
2,902
+5
+0.2% +$146 0.02% 95
2021
Q4
$77K Buy
2,897
+6
+0.2% +$159 0.02% 100
2021
Q3
$79K Buy
2,891
+5
+0.2% +$137 0.02% 92
2021
Q2
$76K Buy
2,886
+5
+0.2% +$132 0.02% 98
2021
Q1
$70K Buy
2,881
+5
+0.2% +$121 0.02% 101
2020
Q4
$59K Buy
2,876
+6
+0.2% +$123 0.02% 112
2020
Q3
$50K Buy
2,870
+7
+0.2% +$122 0.02% 91
2020
Q2
$67K Hold
2,863
0.02% 75
2020
Q1
$70K Buy
+2,863
New +$70K 0.03% 65