Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.2K Hold
2,399
0.02% 299
2025
Q1
$58.2K Hold
2,399
0.03% 250
2024
Q4
$81.1K Hold
2,399
0.03% 217
2024
Q3
$115K Sell
2,399
-387
-14% -$18.6K 0.05% 180
2024
Q2
$131K Buy
2,786
+3
+0.1% +$141 0.06% 166
2024
Q1
$164K Buy
2,783
+2
+0.1% +$118 0.08% 145
2023
Q4
$150K Buy
2,781
+3
+0.1% +$162 0.08% 146
2023
Q3
$139K Sell
2,778
-2,469
-47% -$123K 0.08% 145
2023
Q2
$270K Buy
5,247
+12
+0.2% +$617 0.16% 105
2023
Q1
$291K Buy
5,235
+12
+0.2% +$666 0.18% 96
2022
Q4
$277K Hold
5,223
0.18% 97
2022
Q3
$277K Buy
+5,223
New +$277K 0.18% 97