Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
+3,056
New +$217K 0.06% 158
2024
Q4
Sell
-2,436
Closed -$215K 158
2024
Q3
$215K Buy
+2,436
New +$215K 0.07% 150
2024
Q2
Sell
-2,574
Closed -$242K 153
2024
Q1
$242K Buy
2,574
+174
+7% +$16.4K 0.09% 135
2023
Q4
$261K Hold
2,400
0.11% 117
2023
Q3
$229K Hold
2,400
0.11% 113
2023
Q2
$265K Hold
2,400
0.12% 103
2023
Q1
$294K Hold
2,400
0.15% 84
2022
Q4
$281K Hold
2,400
0.14% 92
2022
Q3
$217K Hold
2,400
0.11% 103
2022
Q2
$276K Hold
2,400
0.14% 89
2022
Q1
$299K Hold
2,400
0.16% 86
2021
Q4
$400K Buy
+2,400
New +$400K 0.22% 74