Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.9K Hold
692
0.03% 281
2025
Q1
$94.7K Hold
692
0.03% 268
2024
Q4
$106K Sell
692
-200
-22% -$30.6K 0.04% 246
2024
Q3
$173K Buy
892
+160
+22% +$31K 0.06% 200
2024
Q2
$170K Sell
732
-100
-12% -$23.2K 0.07% 196
2024
Q1
$179K Hold
832
0.08% 191
2023
Q4
$215K Sell
832
-118
-12% -$30.5K 0.11% 164
2023
Q3
$244K Buy
950
+5
+0.5% +$1.28K 0.13% 147
2023
Q2
$269K Buy
945
+30
+3% +$8.54K 0.15% 137
2023
Q1
$254K Sell
915
-30
-3% -$8.33K 0.15% 143
2022
Q4
$262K Hold
945
0.16% 138
2022
Q3
$252K Buy
945
+170
+22% +$45.3K 0.18% 124
2022
Q2
$158K Buy
775
+70
+10% +$14.3K 0.11% 162
2022
Q1
$149K Buy
705
+195
+38% +$41.2K 0.09% 181
2021
Q4
$122K Buy
+510
New +$122K 0.08% 208