Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92.1K Buy
509
+10
+2% +$1.81K 0.01% 413
2025
Q1
$85.9K Hold
499
0.01% 423
2024
Q4
$90K Buy
499
+33
+7% +$5.95K 0.01% 409
2024
Q3
$80K Buy
466
+9
+2% +$1.55K 0.01% 419
2024
Q2
$76.2K Buy
457
+4
+0.9% +$667 0.01% 406
2024
Q1
$82.9K Buy
453
+3
+0.7% +$549 0.01% 395
2023
Q4
$74.2K Buy
+450
New +$74.2K 0.01% 389
2023
Q3
Sell
-450
Closed -$72.8K 258
2023
Q2
$72.8K Sell
450
-20
-4% -$3.24K 0.02% 364
2023
Q1
$68.3K Buy
470
+10
+2% +$1.45K 0.02% 377
2022
Q4
$64.3K Buy
+460
New +$64.3K 0.02% 364
2022
Q3
Sell
-145
Closed -$16K 869
2022
Q2
$16K Sell
145
-70
-33% -$7.72K ﹤0.01% 571
2022
Q1
$29K Buy
215
+45
+26% +$6.07K 0.01% 496
2021
Q4
$25K Buy
+170
New +$25K 0.01% 490
2021
Q3
Sell
-160
Closed -$21K 382
2021
Q2
$21K Buy
160
+30
+23% +$3.94K 0.01% 517
2021
Q1
$17K Buy
+130
New +$17K 0.01% 435