Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
288
+6
+2% +$5.38K 0.03% 245
2025
Q1
$192K Hold
282
0.03% 277
2024
Q4
$178K Sell
282
-23
-8% -$14.5K 0.02% 281
2024
Q3
$236K Buy
305
+73
+31% +$56.5K 0.03% 255
2024
Q2
$191K Buy
232
+8
+4% +$6.59K 0.02% 273
2024
Q1
$156K Buy
224
+220
+5,500% +$153K 0.02% 302
2023
Q4
$2K Hold
4
﹤0.01% 1031
2023
Q3
$2K Hold
4
﹤0.01% 1015
2023
Q2
$2K Sell
4
-2
-33% -$1K ﹤0.01% 1024
2023
Q1
$2K Sell
6
-308
-98% -$103K ﹤0.01% 903
2022
Q4
$118K Buy
314
+8
+3% +$3.01K 0.02% 297
2022
Q3
$93K Buy
306
+4
+1% +$1.22K 0.02% 316
2022
Q2
$96K Buy
302
+2
+0.7% +$636 0.02% 307
2022
Q1
$110K Sell
300
-2
-0.7% -$733 0.02% 306
2021
Q4
$130K Buy
302
+2
+0.7% +$861 0.02% 277
2021
Q3
$100K Buy
+300
New +$100K 0.02% 276