Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$157K Buy
748
+55
+8% +$11.5K 0.02% 331
2025
Q1
$126K Sell
693
-17
-2% -$3.08K 0.02% 361
2024
Q4
$135K Buy
710
+22
+3% +$4.17K 0.02% 338
2024
Q3
$125K Hold
688
0.02% 335
2024
Q2
$109K Buy
688
+3
+0.4% +$474 0.02% 336
2024
Q1
$99.8K Hold
685
0.02% 356
2023
Q4
$86.9K Buy
+685
New +$86.9K 0.02% 354
2023
Q3
Sell
-620
Closed -$68K 945
2023
Q2
$68K Sell
620
-5
-0.8% -$548 0.01% 379
2023
Q1
$63.2K Sell
625
-95
-13% -$9.6K 0.01% 392
2022
Q4
$71.9K Buy
720
+10
+1% +$998 0.02% 336
2022
Q3
$58K Sell
710
-100
-12% -$8.17K 0.02% 333
2022
Q2
$66K Sell
810
-10
-1% -$815 0.02% 311
2022
Q1
$79K Buy
820
+100
+14% +$9.63K 0.02% 301
2021
Q4
$66K Buy
720
+315
+78% +$28.9K 0.02% 312
2021
Q3
$25K Sell
405
-155
-28% -$9.57K 0.02% 244
2021
Q2
$46K Buy
560
+20
+4% +$1.64K 0.01% 379
2021
Q1
$43K Buy
540
+135
+33% +$10.8K 0.02% 291
2020
Q4
$30K Hold
405
0.02% 242
2020
Q3
$25K Hold
405
0.02% 244
2020
Q2
$23K Hold
405
0.02% 209
2020
Q1
$19K Buy
+405
New +$19K 0.02% 203