Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Sell
9,445
-153
-2% -$4.58K 0.04% 140
2025
Q1
$324K Hold
9,598
0.06% 134
2024
Q4
$284K Hold
9,598
0.05% 133
2024
Q3
$301K Buy
9,598
+975
+11% +$30.6K 0.05% 132
2024
Q2
$311K Hold
8,623
0.06% 122
2024
Q1
$325K Sell
8,623
-50
-0.6% -$1.88K 0.06% 121
2023
Q4
$307K Hold
8,673
0.06% 118
2023
Q3
$336K Hold
8,673
0.08% 109
2023
Q2
$306K Buy
8,673
+50
+0.6% +$1.77K 0.07% 113
2023
Q1
$327K Sell
8,623
-4,000
-32% -$152K 0.08% 109
2022
Q4
$442K Hold
12,623
0.1% 108
2022
Q3
$360K Hold
12,623
0.09% 102
2022
Q2
$358K Hold
12,623
0.09% 101
2022
Q1
$371K Sell
12,623
-770
-6% -$22.6K 0.08% 95
2021
Q4
$357K Buy
+13,393
New +$357K 0.07% 88