Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
1,063
+2
+0.2% +$516 0.03% 100
2025
Q1
$238K Sell
1,061
-2
-0.2% -$448 0.03% 93
2024
Q4
$243K Buy
1,063
+2
+0.2% +$457 0.03% 89
2024
Q3
$259K Hold
1,061
0.03% 92
2024
Q2
$203K Hold
1,061
0.02% 92
2024
Q1
$210K Buy
+1,061
New +$210K 0.03% 86
2023
Q3
Sell
-1,165
Closed -$255K 93
2023
Q2
$255K Hold
1,165
0.04% 83
2023
Q1
$255K Hold
1,165
0.04% 71
2022
Q4
$242K Hold
1,165
0.04% 69
2022
Q3
$254K Hold
1,165
0.05% 75
2022
Q2
$244K Hold
1,165
0.04% 75
2022
Q1
$283K Hold
1,165
0.04% 71
2021
Q4
$303K Buy
+1,165
New +$303K 0.04% 77