Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Hold
256
0.06% 553
2025
Q1
$95K Hold
256
0.06% 526
2024
Q4
$92K Sell
256
-10
-4% -$3.59K 0.06% 583
2024
Q3
$96K Sell
266
-44
-14% -$15.9K 0.06% 542
2024
Q2
$106K Buy
310
+33
+12% +$11.3K 0.07% 447
2024
Q1
$99K Sell
277
-75
-21% -$26.8K 0.06% 545
2023
Q4
$106K Buy
352
+88
+33% +$26.5K 0.07% 458
2023
Q3
$72K Sell
264
-10
-4% -$2.73K 0.05% 601
2023
Q2
$84K Sell
274
-112
-29% -$34.3K 0.06% 539
2023
Q1
$110K Buy
386
+3
+0.8% +$855 0.1% 332
2022
Q4
$94K Sell
383
-158
-29% -$38.8K 0.08% 420
2022
Q3
$110K Buy
541
+26
+5% +$5.29K 0.1% 308
2022
Q2
$102K Buy
515
+78
+18% +$15.4K 0.08% 396
2022
Q1
$117K Buy
437
+128
+41% +$34.3K 0.08% 404
2021
Q4
$83K Buy
+309
New +$83K 0.12% 254