Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
985
+55
+6% +$17.5K 0.03% 179
2025
Q1
$241K Buy
930
+120
+15% +$31.1K 0.02% 194
2024
Q4
$327K Sell
810
-55
-6% -$22.2K 0.03% 180
2024
Q3
$226K Sell
865
-205
-19% -$53.6K 0.02% 194
2024
Q2
$212K Hold
1,070
0.02% 193
2024
Q1
$188K Hold
1,070
0.02% 203
2023
Q4
$266K Hold
1,070
0.03% 184
2023
Q3
$268K Buy
1,070
+20
+2% +$5K 0.03% 175
2023
Q2
$275K Hold
1,050
0.03% 178
2023
Q1
$218K Hold
1,050
0.03% 188
2022
Q4
$129K Hold
1,050
0.02% 225
2022
Q3
$279K Buy
1,050
+45
+4% +$12K 0.03% 170
2022
Q2
$226K Sell
1,005
-12
-1% -$2.7K 0.02% 193
2022
Q1
$365K Buy
1,017
+69
+7% +$24.8K 0.04% 146
2021
Q4
$334K Sell
948
-27
-3% -$9.51K 0.03% 176
2021
Q3
$252K Buy
975
+15
+2% +$3.88K 0.03% 186
2021
Q2
$218K Buy
960
+60
+7% +$13.6K 0.02% 192
2021
Q1
$200K Hold
900
0.02% 188
2020
Q4
$212K Sell
900
-525
-37% -$124K 0.03% 174
2020
Q3
$204K Buy
+1,425
New +$204K 0.03% 170