Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
902
0.04% 114
2025
Q1
$281K Buy
902
+296
+49% +$92.2K 0.05% 103
2024
Q4
$158K Sell
606
-533
-47% -$139K 0.03% 88
2024
Q3
$367K Buy
1,139
+533
+88% +$172K 0.06% 89
2024
Q2
$189K Sell
606
-62
-9% -$19.4K 0.04% 128
2024
Q1
$190K Hold
668
0.05% 93
2023
Q4
$192K Hold
668
0.08% 75
2023
Q3
$179K Buy
668
+604
+944% +$162K 0.1% 68
2023
Q2
$14.2K Hold
64
0.01% 124
2023
Q1
$15.5K Hold
64
0.01% 78
2022
Q4
$17K Hold
64
0.02% 71
2022
Q3
$14K Buy
+64
New +$14K 0.02% 64
2021
Q1
Sell
-150
Closed -$34K 58
2020
Q4
$34K Hold
150
0.02% 32
2020
Q3
$38K Hold
150
0.01% 27
2020
Q2
$35K Hold
150
0.02% 26
2020
Q1
$30K Hold
150
0.03% 23
2019
Q4
$36K Buy
+150
New +$36K 0.03% 23