Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Hold
42,426
0.04% 430
2025
Q1
$192K Buy
42,426
+3,388
+9% +$15.3K 0.04% 433
2024
Q4
$184K Sell
39,038
-1,231
-3% -$5.8K 0.03% 447
2024
Q3
$153K Hold
40,269
0.03% 459
2024
Q2
$143K Buy
40,269
+4,595
+13% +$16.3K 0.03% 437
2024
Q1
$112K Hold
35,674
0.02% 453
2023
Q4
$120K Hold
35,674
0.02% 434
2023
Q3
$126K Hold
35,674
0.03% 411
2023
Q2
$123K Buy
35,674
+11,671
+49% +$40.2K 0.02% 447
2023
Q1
$72K Sell
24,003
-3,889
-14% -$11.7K 0.01% 448
2022
Q4
$90K Buy
27,892
+4,704
+20% +$15.2K 0.02% 445
2022
Q3
$61K Hold
23,188
0.01% 426
2022
Q2
$59K Buy
23,188
+4,434
+24% +$11.3K 0.01% 451
2022
Q1
$65K Buy
+18,754
New +$65K 0.01% 587