Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.5K Hold
7,025
0.06% 64
2025
Q1
$87.5K Hold
7,025
0.06% 61
2024
Q4
$93.4K Buy
7,025
+3,280
+88% +$43.6K 0.07% 61
2024
Q3
$42K Buy
3,745
+460
+14% +$5.16K 0.03% 85
2024
Q2
$44.1K Buy
3,285
+750
+30% +$10.1K 0.03% 86
2024
Q1
$27.8K Buy
2,535
+400
+19% +$4.38K 0.02% 107
2023
Q4
$50.1K Buy
2,135
+100
+5% +$2.35K 0.04% 86
2023
Q3
$48.1K Hold
2,035
0.04% 77
2023
Q2
$33.9K Buy
2,035
+500
+33% +$8.33K 0.03% 96
2023
Q1
$23.8K Buy
1,535
+150
+11% +$2.32K 0.02% 109
2022
Q4
$25.5K Buy
1,385
+600
+76% +$11.1K 0.02% 107
2022
Q3
$26K Buy
785
+500
+175% +$16.6K 0.02% 97
2022
Q2
$7K Buy
285
+50
+21% +$1.23K 0.01% 155
2022
Q1
$12K Buy
+235
New +$12K 0.01% 139