Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
1,706
+1,079
+172% +$164K 0.1% 128
2025
Q1
$92.1K Hold
627
0.04% 204
2024
Q4
$80.9K Buy
627
+1
+0.2% +$129 0.03% 218
2024
Q3
$85.6K Hold
626
0.04% 215
2024
Q2
$64K Sell
626
-151
-19% -$15.4K 0.03% 237
2024
Q1
$69K Buy
777
+1
+0.1% +$89 0.03% 239
2023
Q4
$70.9K Sell
776
-93
-11% -$8.5K 0.04% 222
2023
Q3
$68.1K Buy
869
+1
+0.1% +$78 0.04% 219
2023
Q2
$72.6K Buy
868
+128
+17% +$10.7K 0.04% 220
2023
Q1
$65.1K Buy
740
+1
+0.1% +$88 0.04% 222
2022
Q4
$74.1K Hold
739
0.05% 198
2022
Q3
$74.1K Buy
+739
New +$74.1K 0.05% 198