Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$150K Sell
1,428
-1,000
-41% -$105K 0.05% 221
2025
Q1
$142K Hold
2,428
0.05% 215
2024
Q4
$140K Hold
2,428
0.05% 212
2024
Q3
$107K Hold
2,428
0.04% 253
2024
Q2
$90.3K Hold
2,428
0.04% 257
2024
Q1
$93K Hold
2,428
0.04% 253
2023
Q4
$111K Hold
2,428
0.06% 222
2023
Q3
$70K Buy
2,428
+1,950
+408% +$56.2K 0.04% 259
2023
Q2
$19K Hold
478
0.01% 398
2023
Q1
$22K Hold
478
0.01% 369
2022
Q4
$14K Buy
478
+28
+6% +$820 0.01% 406
2022
Q3
$16K Hold
450
0.01% 376
2022
Q2
$15K Hold
450
0.01% 386
2022
Q1
$21K Buy
450
+150
+50% +$7K 0.01% 371
2021
Q4
$31K Buy
+300
New +$31K 0.02% 340