Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$147K Hold
500
0.1% 55
2025
Q1
$124K Hold
500
0.09% 55
2024
Q4
$110K Sell
500
-221
-31% -$48.6K 0.08% 60
2024
Q3
$159K Buy
721
+101
+16% +$22.3K 0.1% 54
2024
Q2
$107K Hold
620
0.08% 60
2024
Q1
$118K Hold
620
0.08% 57
2023
Q4
$101K Hold
620
0.07% 63
2023
Q3
$87.3K Sell
620
-70
-10% -$9.86K 0.07% 59
2023
Q2
$92.3K Hold
690
0.07% 60
2023
Q1
$90.5K Hold
690
0.07% 60
2022
Q4
$97.2K Buy
690
+50
+8% +$7.04K 0.08% 62
2022
Q3
$76K Hold
640
0.07% 60
2022
Q2
$90K Hold
640
0.07% 57
2022
Q1
$83K Sell
640
-109
-15% -$14.1K 0.06% 64
2021
Q4
$100K Buy
+749
New +$100K 0.07% 64