Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.8K Hold
2,411
0.06% 138
2025
Q1
$68.2K Hold
2,411
0.06% 143
2024
Q4
$54.9K Hold
2,411
0.04% 160
2024
Q3
$53K Hold
2,411
0.04% 165
2024
Q2
$46.1K Buy
+2,411
New +$46.1K 0.04% 162
2024
Q1
Sell
-13,644
Closed -$229K 293
2023
Q4
$229K Sell
13,644
-14,810
-52% -$249K 0.25% 63
2023
Q3
$427K Sell
28,454
-330
-1% -$4.96K 0.49% 44
2023
Q2
$459K Buy
28,784
+703
+3% +$11.2K 0.51% 41
2023
Q1
$541K Sell
28,081
-169
-0.6% -$3.25K 0.64% 36
2022
Q4
$520K Sell
28,250
-3,540
-11% -$65.2K 0.61% 40
2022
Q3
$488K Buy
31,790
+432
+1% +$6.63K 0.67% 37
2022
Q2
$657K Sell
31,358
-11,779
-27% -$247K 0.78% 36
2022
Q1
$770K Sell
43,137
-117
-0.3% -$2.09K 0.73% 34
2021
Q4
$804K Buy
+43,254
New +$804K 0.66% 36