Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79K Hold
251
0.04% 71
2025
Q1
$65K Hold
251
0.03% 80
2024
Q4
$101K Sell
251
-83
-25% -$33.4K 0.06% 63
2024
Q3
$87K Sell
334
-398
-54% -$104K 0.05% 68
2024
Q2
$144K Sell
732
-9
-1% -$1.77K 0.08% 44
2024
Q1
$131K Hold
741
0.08% 49
2023
Q4
$184K Hold
741
0.12% 36
2023
Q3
$184K Hold
741
0.13% 32
2023
Q2
$193K Hold
741
0.14% 34
2023
Q1
$153K Hold
741
0.11% 38
2022
Q4
$91K Hold
741
0.07% 42
2022
Q3
$196K Hold
741
0.17% 30
2022
Q2
$168K Hold
741
0.14% 37
2022
Q1
$268K Hold
741
0.2% 28
2021
Q4
$261K Buy
+741
New +$261K 0.19% 28