Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Hold
1,016
0.01% 373
2025
Q1
$108K Hold
1,016
0.01% 376
2024
Q4
$111K Sell
1,016
-38
-4% -$4.16K 0.01% 375
2024
Q3
$153K Hold
1,054
0.01% 337
2024
Q2
$154K Hold
1,054
0.02% 328
2024
Q1
$152K Buy
1,054
+1,000
+1,852% +$144K 0.01% 348
2023
Q4
$5.04K Sell
54
-2,367
-98% -$221K ﹤0.01% 438
2023
Q3
$214K Hold
2,421
0.03% 315
2023
Q2
$272K Hold
2,421
0.03% 304
2023
Q1
$306K Hold
2,421
0.04% 301
2022
Q4
$263K Sell
2,421
-427
-15% -$46.3K 0.03% 328
2022
Q3
$196K Hold
2,848
0.03% 354
2022
Q2
$139K Hold
2,848
0.03% 348
2022
Q1
$218K Hold
2,848
0.04% 336
2021
Q4
$365K Buy
2,848
+38
+1% +$4.87K 0.07% 295
2021
Q3
$403K Buy
2,810
+16
+0.6% +$2.3K 0.09% 249
2021
Q2
$326K Hold
2,794
0.06% 344
2021
Q1
$225K Buy
+2,794
New +$225K 0.04% 372